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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 | $1,594 | $96,388-98.3% | $80,627-98.0% | $139,466-98.9% |
| Participation rate | 38.9% | 73.6%-34.8pp | 67.0%-28.1pp | 80.3%-41.4pp |
| Annual return | 22.59% | 1352.08%-1329.5pp | 936.76%-914.2pp | 373.66%-351.1pp |
| Employer contribution / active EE | $10 | $3,260-99.7% | $2,723-99.6% | $4,754-99.8% |
| Participant deferral / active EE | $865 | $5,224-83.4% | $4,443-80.5% | $6,712-87.1% |
| Admin fee / account holder | $2,798 | $6,603-57.6% | $5,381-48.0% | $11,409-75.5% |