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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 | $1,309 | $29,733-95.6% | $56,025-97.7% | $80,959-98.4% |
| Participation rate | 30.2% | 41.7%-11.6pp | 52.5%-22.3pp | 67.7%-37.5pp |
| Annual return | 15.68% | 35.28%-19.6pp | 1712.69%-1697.0pp | 35.67%-20.0pp |
| Employer contribution / active EE | $0 | $672-100.0% | $1,042-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $249 | $1,229-79.8% | $1,955-87.3% | $4,300-94.2% |
| Admin fee / account holder | $388 | $2,434-84.1% | $2,828-86.3% | $6,925-94.4% |