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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 | $2,324 | $99,995-97.7% | $85,063-97.3% | $145,978-98.4% |
| Participation rate | 25.0% | 74.1%-49.1pp | 67.5%-42.5pp | 80.3%-55.3pp |
| Annual return | 11.23% | 83.99%-72.8pp | 66.54%-55.3pp | 550.52%-539.3pp |
| Employer contribution / active EE | $0 | $3,231-100.0% | $2,727-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $928 | $5,295-82.5% | $4,523-79.5% | $6,690-86.1% |
| Admin fee / account holder | $723 | $7,255-90.0% | $6,155-88.3% | $13,400-94.6% |