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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 | $1,970 | $53,128-96.3% | $86,581-97.7% | $70,124-97.2% |
| Participation rate | 57.6% | 65.3%-7.7pp | 73.5%-16.0pp | 69.5%-12.0pp |
| Annual return | 28.03% | 27.66%+0.4pp | 965.06%-937.0pp | 73.14%-45.1pp |
| Employer contribution / active EE | $120 | $2,068-94.2% | $2,840-95.8% | $2,342-94.9% |
| Participant deferral / active EE | $938 | $2,695-65.2% | $3,609-74.0% | $3,332-71.8% |
| Admin fee / account holder | $730 | $3,584-79.6% | $4,904-85.1% | $4,645-84.3% |