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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 | $5,838 | $118,877-95.1% | $96,570-94.0% | $167,536-96.5% |
| Participation rate | 25.0% | 75.5%-50.5pp | 69.8%-44.8pp | 82.1%-57.1pp |
| Annual return | 12.10% | 50.50%-38.4pp | 37.79%-25.7pp | 478.82%-466.7pp |
| Employer contribution / active EE | $426 | $3,121-86.3% | $2,357-81.9% | $4,839-91.2% |
| Participant deferral / active EE | $1,483 | $4,617-67.9% | $3,849-61.5% | $6,342-76.6% |
| Admin fee / account holder | $664 | $8,069-91.8% | $6,182-89.3% | $12,315-94.6% |