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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 | $1,353 | $161,352-99.2% | $134,172-99.0% | $137,256-99.0% |
| Participation rate | 62.5% | 78.3%-15.8pp | 72.5%-10.0pp | 80.0%-17.5pp |
| Annual return | 60.32% | 28.72%+31.6pp | 25.30%+35.0pp | 220.34%-160.0pp |
| Employer contribution / active EE | $0 | $4,099-100.0% | $3,420-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,568 | $5,552-71.8% | $4,690-66.6% | $6,407-75.5% |
| Admin fee / account holder | $544 | $15,028-96.4% | $12,016-95.5% | $12,270-95.6% |