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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 | $2,597 | $96,678-97.3% | $86,640-97.0% | $139,466-98.1% |
| Participation rate | 19.0% | 74.4%-55.4pp | 71.7%-52.7pp | 80.3%-61.3pp |
| Annual return | 24.91% | 106.69%-81.8pp | 592.52%-567.6pp | 373.66%-348.8pp |
| Employer contribution / active EE | $239 | $3,265-92.7% | $3,024-92.1% | $4,754-95.0% |
| Participant deferral / active EE | $1,381 | $4,837-71.4% | $4,438-68.9% | $6,712-79.4% |
| Admin fee / account holder | $12,310 | $6,410+92.0% | $5,616+119.2% | $11,409+7.9% |