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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 | $1,591 | $34,316-95.4% | $74,719-97.9% | $72,983-97.8% |
| Participation rate | 39.3% | 42.4%-3.1pp | 54.5%-15.2pp | 69.5%-30.2pp |
| Annual return | 28.91% | 26.58%+2.3pp | 753.05%-724.1pp | 81.01%-52.1pp |
| Employer contribution / active EE | $95 | $692-86.3% | $1,084-91.2% | $2,440-96.1% |
| Participant deferral / active EE | $460 | $1,272-63.9% | $1,963-76.6% | $3,608-87.3% |
| Admin fee / account holder | $467 | $2,125-78.0% | $3,334-86.0% | $5,124-90.9% |