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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 | $5,500 | $107,368-94.9% | $92,915-94.1% | $152,909-96.4% |
| Participation rate | 38.5% | 79.8%-41.3pp | 76.0%-37.5pp | 82.5%-44.0pp |
| Annual return | 37.45% | 145.64%-108.2pp | 109.45%-72.0pp | 345.46%-308.0pp |
| Employer contribution / active EE | $76 | $4,222-98.2% | $3,653-97.9% | $4,764-98.4% |
| Participant deferral / active EE | $1,525 | $4,848-68.6% | $4,238-64.0% | $5,851-73.9% |
| Admin fee / account holder | $459 | $7,082-93.5% | $5,796-92.1% | $11,601-96.0% |