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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 | $1,177 | $51,638-97.7% | $68,368-98.3% | $82,448-98.6% |
| Participation rate | 28.1% | 63.6%-35.5pp | 73.8%-45.6pp | 68.1%-39.9pp |
| Annual return | 44.37% | 37.53%+6.8pp | 292.57%-248.2pp | 41.64%+2.7pp |
| Employer contribution / active EE | $40 | $2,047-98.0% | $2,649-98.5% | $2,551-98.4% |
| Participant deferral / active EE | $788 | $2,914-72.9% | $4,123-80.9% | $4,139-81.0% |
| Admin fee / account holder | $1,560 | $4,643-66.4% | $5,150-69.7% | $7,234-78.4% |