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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 | $5,406 | $52,279-89.7% | $89,414-94.0% | $79,852-93.2% |
| Participation rate | 44.0% | 57.5%-13.5pp | 68.0%-23.9pp | 69.6%-25.6pp |
| Annual return | 136.18% | 22.16%+114.0pp | 245.50%-109.3pp | 31.72%+104.5pp |
| Employer contribution / active EE | $134 | $1,572-91.5% | $2,586-94.8% | $2,471-94.6% |
| Participant deferral / active EE | $1,337 | $2,740-51.2% | $3,890-65.6% | $3,740-64.2% |
| Admin fee / account holder | $736 | $3,356-78.1% | $4,883-84.9% | $5,306-86.1% |