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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 | $2,846 | $58,241-95.1% | $81,780-96.5% | $80,911-96.5% |
| Participation rate | 67.9% | 63.4%+4.4pp | 72.4%-4.5pp | 67.6%+0.2pp |
| Annual return | 13.68% | 41.73%-28.0pp | 776.27%-762.6pp | 35.63%-21.9pp |
| Employer contribution / active EE | $0 | $2,343-100.0% | $2,914-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,056 | $3,283-37.4% | $4,321-52.4% | $4,297-52.2% |
| Admin fee / account holder | $435 | $4,973-91.3% | $7,384-94.1% | $6,935-93.7% |