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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 | $3,148 | $49,896-93.7% | $80,627-96.1% | $75,173-95.8% |
| Participation rate | 67.9% | 55.3%+12.6pp | 67.0%+0.9pp | 67.2%+0.7pp |
| Annual return | 15.21% | 34.67%-19.5pp | 936.76%-921.6pp | 160.72%-145.5pp |
| Employer contribution / active EE | $0 | $1,699-100.0% | $2,723-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $723 | $2,992-75.8% | $4,443-83.7% | $4,126-82.5% |
| Admin fee / account holder | $564 | $3,578-84.2% | $5,381-89.5% | $5,651-90.0% |