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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 | $2,363 | $182,442-98.7% | $163,379-98.6% | $138,895-98.3% |
| Participation rate | 60.0% | 79.8%-19.8pp | 76.8%-16.8pp | 79.9%-19.9pp |
| Annual return | 222.09% | 72.74%+149.4pp | 63.41%+158.7pp | 145.39%+76.7pp |
| Employer contribution / active EE | $0 | $4,159-100.0% | $3,752-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,379 | $6,817-65.1% | $6,282-62.1% | $6,396-62.8% |
| Admin fee / account holder | $1,027 | $10,396-90.1% | $9,818-89.5% | $12,562-91.8% |