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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 | $5,022 | $98,760-94.9% | $149,715-96.6% | $79,858-93.7% |
| Participation rate | 40.6% | 75.8%-35.2pp | 82.5%-41.9pp | 69.6%-29.0pp |
| Annual return | 127.25% | 27.43%+99.8pp | 276.66%-149.4pp | 31.72%+95.5pp |
| Employer contribution / active EE | $46 | $3,217-98.6% | $4,645-99.0% | $2,471-98.2% |
| Participant deferral / active EE | $2,510 | $5,681-55.8% | $6,842-63.3% | $3,740-32.9% |
| Admin fee / account holder | $415 | $6,053-93.1% | $9,310-95.5% | $5,306-92.2% |