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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 | $2,310 | $108,212-97.9% | $77,513-97.0% | $158,966-98.5% |
| Participation rate | 29.4% | 64.4%-35.0pp | 54.2%-24.8pp | 82.0%-52.6pp |
| Annual return | 14.66% | 31.67%-17.0pp | 54.81%-40.1pp | 302.95%-288.3pp |
| Employer contribution / active EE | $0 | $1,325-100.0% | $987-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $429 | $2,455-82.5% | $1,861-76.9% | $5,983-92.8% |
| Admin fee / account holder | $387 | $3,709-89.6% | $2,859-86.5% | $11,250-96.6% |