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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 | $1,226 | $29,736-95.9% | $56,033-97.8% | $80,935-98.5% |
| Participation rate | 16.5% | 41.7%-25.2pp | 52.5%-36.0pp | 67.7%-51.2pp |
| Annual return | 26.57% | 35.28%-8.7pp | 1711.38%-1684.8pp | 35.66%-9.1pp |
| Employer contribution / active EE | $0 | $671-100.0% | $1,041-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $239 | $1,228-80.6% | $1,954-87.8% | $4,299-94.4% |
| Admin fee / account holder | $761 | $2,434-68.7% | $2,827-73.1% | $6,924-89.0% |