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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 | $1,717 | $72,071-97.6% | $68,368-97.5% | $137,256-98.7% |
| Participation rate | 20.0% | 76.2%-56.2pp | 73.8%-53.8pp | 80.0%-60.0pp |
| Annual return | 16.64% | 353.14%-336.5pp | 292.57%-275.9pp | 220.34%-203.7pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,272 | $4,410-48.5% | $4,123-44.9% | $6,407-64.5% |
| Admin fee / account holder | $8,818 | $5,336+65.3% | $5,150+71.2% | $12,270-28.1% |