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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 | $2,071 | $176,402-98.8% | $134,162-98.5% | $158,982-98.7% |
| Participation rate | 22.2% | 78.7%-56.5pp | 72.2%-50.0pp | 82.0%-59.7pp |
| Annual return | 11.10% | 63.66%-52.6pp | 36.35%-25.2pp | 302.99%-291.9pp |
| Employer contribution / active EE | $0 | $5,042-100.0% | $3,705-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $312 | $4,093-92.4% | $3,500-91.1% | $5,983-94.8% |
| Admin fee / account holder | $883 | $8,719-89.9% | $6,685-86.8% | $11,252-92.2% |