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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 | $5,066 | $88,585-94.3% | $69,884-92.8% | $134,532-96.2% |
| Participation rate | 66.7% | 74.9%-8.2pp | 70.5%-3.8pp | 81.2%-14.6pp |
| Annual return | 274.04% | 442.80%-168.8pp | 190.81%+83.2pp | 418.27%-144.2pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,560-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,016 | $4,770-78.7% | $3,848-73.6% | $6,401-84.1% |
| Admin fee / account holder | $633 | $10,441-93.9% | $6,266-89.9% | $11,429-94.5% |