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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 | $4,270 | $114,013-96.3% | $103,693-95.9% | $155,188-97.2% |
| Participation rate | 15.4% | 75.2%-59.8pp | 72.6%-57.3pp | 80.8%-65.4pp |
| Annual return | 326.91% | 49.31%+277.6pp | 47.61%+279.3pp | 148.84%+178.1pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,665 | $4,970-66.5% | $4,579-63.6% | $6,531-74.5% |
| Admin fee / account holder | $7,097 | $8,407-15.6% | $7,858-9.7% | $14,480-51.0% |