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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,560 | $63,346-83.3% | $92,240-88.6% | $70,126-84.9% |
| Participation rate | 43.6% | 68.7%-25.1pp | 76.5%-32.9pp | 69.5%-26.0pp |
| Annual return | 37.89% | 530.19%-492.3pp | 176.29%-138.4pp | 73.15%-35.3pp |
| Employer contribution / active EE | $12 | $2,471-99.5% | $3,680-99.7% | $2,343-99.5% |
| Participant deferral / active EE | $1,439 | $2,854-49.6% | $3,897-63.1% | $3,332-56.8% |
| Admin fee / account holder | $2,096 | $3,841-45.4% | $5,194-59.7% | $4,645-54.9% |