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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 | $4,182 | $137,256-97.0% | $15,602-73.2% | $137,256-97.0% |
| Participation rate | 15.4% | 80.0%-64.6pp | 57.7%-42.3pp | 80.0%-64.6pp |
| Annual return | 101.85% | 220.34%-118.5pp | 57.52%+44.3pp | 220.34%-118.5pp |
| Employer contribution / active EE | $473 | $4,156-88.6% | $1,558-69.6% | $4,156-88.6% |
| Participant deferral / active EE | $3,113 | $6,407-51.4% | $3,1130% | $6,407-51.4% |
| Admin fee / account holder | $7,924 | $12,270-35.4% | $5,368+47.6% | $12,270-35.4% |