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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 | $123,750-96.3% | $69,611-93.3% | $145,877-96.8% |
| Participation rate | 23.1% | 69.2%-46.1pp | 66.4%-43.4pp | 80.3%-57.2pp |
| Annual return | 22.96% | 192.03%-169.1pp | 101.14%-78.2pp | 551.28%-528.3pp |
| Employer contribution / active EE | $104 | $2,672-96.1% | $1,709-93.9% | $4,663-97.8% |
| Participant deferral / active EE | $630 | $4,243-85.2% | $2,891-78.2% | $6,691-90.6% |
| Admin fee / account holder | $333 | $7,817-95.7% | $4,696-92.9% | $13,402-97.5% |