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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 | $1,541 | $96,361-98.4% | $80,607-98.1% | $139,456-98.9% |
| Participation rate | 62.5% | 73.6%-11.1pp | 67.0%-4.5pp | 80.3%-17.8pp |
| Annual return | 17.59% | 1350.95%-1333.4pp | 936.11%-918.5pp | 373.45%-355.9pp |
| Employer contribution / active EE | $23 | $3,262-99.3% | $2,724-99.2% | $4,753-99.5% |
| Participant deferral / active EE | $933 | $5,232-82.2% | $4,448-79.0% | $6,711-86.1% |
| Admin fee / account holder | $411 | $6,601-93.8% | $5,379-92.4% | $11,407-96.4% |