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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 | $2,377 | $114,073-97.9% | $96,161-97.5% | $167,518-98.6% |
| Participation rate | 40.0% | 75.1%-35.1pp | 68.4%-28.4pp | 82.1%-42.1pp |
| Annual return | 18.82% | 189.95%-171.1pp | 192.01%-173.2pp | 478.71%-459.9pp |
| Employer contribution / active EE | $253 | $3,428-92.6% | $2,798-91.0% | $4,838-94.8% |
| Participant deferral / active EE | $1,675 | $5,195-67.8% | $4,349-61.5% | $6,342-73.6% |
| Admin fee / account holder | $816 | $6,899-88.2% | $5,538-85.3% | $12,312-93.4% |