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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 | $2,337 | $111,785-97.9% | $93,669-97.5% | $145,877-98.4% |
| Participation rate | 60.0% | 74.2%-14.2pp | 68.7%-8.7pp | 80.3%-20.3pp |
| Annual return | 12.34% | 203.79%-191.4pp | 133.59%-121.3pp | 551.28%-538.9pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,424-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,258 | $4,919-74.4% | $4,416-71.5% | $6,691-81.2% |
| Admin fee / account holder | $627 | $10,256-93.9% | $8,291-92.4% | $13,402-95.3% |