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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 | $5,840 | $78,690-92.6% | $161,489-96.4% | $87,485-93.3% |
| Participation rate | 57.7% | 67.5%-9.7pp | 78.7%-20.9pp | 68.9%-11.2pp |
| Annual return | 54.35% | 32.74%+21.6pp | 89.72%-35.4pp | 26.06%+28.3pp |
| Employer contribution / active EE | $189 | $2,588-92.7% | $4,268-95.6% | $2,596-92.7% |
| Participant deferral / active EE | $1,900 | $3,311-42.6% | $5,630-66.2% | $4,274-55.5% |
| Admin fee / account holder | $453 | $6,724-93.3% | $16,006-97.2% | $7,775-94.2% |