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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 | $4,500 | $53,128-91.5% | $86,582-94.8% | $70,126-93.6% |
| Participation rate | 58.8% | 65.3%-6.5pp | 73.5%-14.7pp | 69.5%-10.7pp |
| Annual return | 47.44% | 27.66%+19.8pp | 965.08%-917.6pp | 73.15%-25.7pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,517 | $2,695+30.5% | $3,609-2.5% | $3,332+5.6% |
| Admin fee / account holder | $806 | $3,584-77.5% | $4,904-83.6% | $4,645-82.7% |