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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 | $4,637 | $123,859-96.3% | $69,632-93.3% | $145,897-96.8% |
| Participation rate | 23.1% | 69.2%-46.1pp | 66.4%-43.3pp | 80.3%-57.2pp |
| Annual return | 22.96% | 192.49%-169.5pp | 101.32%-78.4pp | 552.29%-529.3pp |
| Employer contribution / active EE | $104 | $2,673-96.1% | $1,708-93.9% | $4,663-97.8% |
| Participant deferral / active EE | $630 | $4,242-85.2% | $2,889-78.2% | $6,689-90.6% |
| Admin fee / account holder | $333 | $7,817-95.7% | $4,695-92.9% | $13,390-97.5% |