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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 | $3,522 | $180,749-98.1% | $160,784-97.8% | $137,256-97.4% |
| Participation rate | 66.7% | 80.0%-13.3pp | 77.0%-10.3pp | 80.0%-13.3pp |
| Annual return | 24.37% | 2234.46%-2210.1pp | 1803.92%-1779.6pp | 220.34%-196.0pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,885 | $6,844-72.5% | $6,293-70.0% | $6,407-70.6% |
| Admin fee / account holder | $461 | $10,397-95.6% | $9,717-95.3% | $12,270-96.2% |