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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 | $1,432 | $88,702-98.4% | $81,780-98.2% | $145,978-99.0% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 16.95% | 1029.12%-1012.2pp | 776.27%-759.3pp | 550.52%-533.6pp |
| Employer contribution / active EE | $85 | $3,084-97.3% | $2,914-97.1% | $4,662-98.2% |
| Participant deferral / active EE | $1,015 | $4,645-78.2% | $4,321-76.5% | $6,690-84.8% |
| Admin fee / account holder | $784 | $8,414-90.7% | $7,384-89.4% | $13,400-94.1% |