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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 | $3,829 | $169,356-97.7% | $129,406-97.0% | $145,897-97.4% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.6%-19.6pp | 80.3%-30.3pp |
| Annual return | 13.44% | 14418.62%-14405.2pp | 9468.18%-9454.7pp | 552.29%-538.8pp |
| Employer contribution / active EE | $42 | $5,542-99.2% | $4,155-99.0% | $4,663-99.1% |
| Participant deferral / active EE | $1,476 | $4,987-70.4% | $4,167-64.6% | $6,689-77.9% |
| Admin fee / account holder | $2,515 | $9,915-74.6% | $7,689-67.3% | $13,390-81.2% |