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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 | $3,602 | $95,580-96.2% | $76,872-95.3% | $139,466-97.4% |
| Participation rate | 17.6% | 74.0%-56.3pp | 69.6%-51.9pp | 80.3%-62.7pp |
| Annual return | 18.39% | 55.00%-36.6pp | 37.90%-19.5pp | 373.66%-355.3pp |
| Employer contribution / active EE | $46 | $3,145-98.5% | $2,533-98.2% | $4,754-99.0% |
| Participant deferral / active EE | $846 | $4,623-81.7% | $3,832-77.9% | $6,712-87.4% |
| Admin fee / account holder | $3,042 | $8,302-63.4% | $5,476-44.4% | $11,409-73.3% |