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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 | $1,692 | $108,212-98.4% | $77,513-97.8% | $158,966-98.9% |
| Participation rate | 52.6% | 64.4%-11.8pp | 54.2%-1.6pp | 82.0%-29.3pp |
| Annual return | 43.92% | 31.67%+12.2pp | 54.81%-10.9pp | 302.95%-259.0pp |
| Employer contribution / active EE | $0 | $1,325-100.0% | $987-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,930 | $2,455-21.4% | $1,861+3.7% | $5,983-67.7% |
| Admin fee / account holder | $826 | $3,709-77.7% | $2,859-71.1% | $11,250-92.7% |