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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 | $2,500 | $76,368-96.7% | $67,681-96.3% | $154,746-98.4% |
| Participation rate | 66.7% | 79.0%-12.3pp | 73.7%-7.1pp | 80.7%-14.0pp |
| Annual return | 21.51% | 1066.77%-1045.3pp | 590.58%-569.1pp | 172.34%-150.8pp |
| Employer contribution / active EE | $7 | $3,151-99.8% | $2,678-99.7% | $4,379-99.8% |
| Participant deferral / active EE | $1,926 | $4,824-60.1% | $3,976-51.6% | $6,730-71.4% |
| Admin fee / account holder | $432 | $8,559-95.0% | $6,100-92.9% | $14,365-97.0% |