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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 | $1,903 | $116,167-98.4% | $64,489-97.0% | $137,256-98.6% |
| Participation rate | 10.0% | 68.2%-58.2pp | 67.7%-57.7pp | 80.0%-70.0pp |
| Annual return | 20.20% | 36.55%-16.3pp | 55.03%-34.8pp | 220.34%-200.1pp |
| Employer contribution / active EE | $0 | $2,483-100.0% | $1,523-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,417 | $4,215-42.6% | $2,778-13.0% | $6,407-62.3% |
| Admin fee / account holder | $375 | $6,188-93.9% | $4,260-91.2% | $12,270-96.9% |