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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 | $3,789 | $30,423-87.5% | $56,025-93.2% | $74,478-94.9% |
| Participation rate | 14.0% | 32.9%-18.9pp | 52.5%-38.5pp | 67.2%-53.2pp |
| Annual return | 14.75% | 24.97%-10.2pp | 1712.69%-1697.9pp | 1370.56%-1355.8pp |
| Employer contribution / active EE | $0 | $610-100.0% | $1,042-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $340 | $1,176-71.1% | $1,955-82.6% | $4,350-92.2% |
| Admin fee / account holder | $707 | $2,363-70.1% | $2,828-75.0% | $1,946-63.7% |