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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 | $3,377 | $30,437-88.9% | $56,033-94.0% | $74,459-95.5% |
| Participation rate | 20.8% | 32.9%-12.1pp | 52.5%-31.7pp | 67.2%-46.5pp |
| Annual return | 19.72% | 24.96%-5.2pp | 1711.38%-1691.7pp | 1369.70%-1350.0pp |
| Employer contribution / active EE | $0 | $610-100.0% | $1,041-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $615 | $1,176-47.7% | $1,954-68.5% | $4,350-85.9% |
| Admin fee / account holder | $703 | $2,363-70.3% | $2,827-75.1% | $1,945-63.9% |