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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 | $2,152 | $108,212-98.0% | $77,513-97.2% | $158,966-98.6% |
| Participation rate | 55.6% | 64.4%-8.9pp | 54.2%+1.4pp | 82.0%-26.4pp |
| Annual return | 18.21% | 31.67%-13.5pp | 54.81%-36.6pp | 302.95%-284.7pp |
| Employer contribution / active EE | $0 | $1,325-100.0% | $987-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $727 | $2,455-70.4% | $1,861-60.9% | $5,983-87.9% |
| Admin fee / account holder | $722 | $3,709-80.5% | $2,859-74.8% | $11,250-93.6% |