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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 | $3,368 | $149,040-97.7% | $120,225-97.2% | $137,256-97.5% |
| Participation rate | 40.0% | 75.4%-35.4pp | 69.6%-29.6pp | 80.0%-40.0pp |
| Annual return | 43.40% | 605.68%-562.3pp | 439.23%-395.8pp | 220.34%-176.9pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $905 | $4,655-80.6% | $3,999-77.4% | $6,407-85.9% |
| Admin fee / account holder | $505 | $6,348-92.1% | $5,696-91.1% | $12,270-95.9% |