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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 | $5,803 | $99,652-94.2% | $78,778-92.6% | $147,586-96.1% |
| Participation rate | 29.4% | 76.2%-46.8pp | 69.2%-39.8pp | 82.8%-53.4pp |
| Annual return | 21.34% | 47.28%-25.9pp | 35.62%-14.3pp | 578.59%-557.3pp |
| Employer contribution / active EE | $0 | $2,796-100.0% | $1,986-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,126 | $3,664-69.3% | $2,958-61.9% | $5,439-79.3% |
| Admin fee / account holder | $758 | $7,155-89.4% | $5,134-85.2% | $10,886-93.0% |