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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 | $5,336 | $52,353-89.8% | $120,225-95.6% | $82,448-93.5% |
| Participation rate | 69.7% | 58.3%+11.4pp | 69.6%+0.1pp | 68.1%+1.6pp |
| Annual return | 17.93% | 61.85%-43.9pp | 439.23%-421.3pp | 41.64%-23.7pp |
| Employer contribution / active EE | $2 | $1,510-99.9% | $3,475-99.9% | $2,551-99.9% |
| Participant deferral / active EE | $878 | $2,627-66.6% | $3,999-78.0% | $4,139-78.8% |
| Admin fee / account holder | $1,997 | $4,363-54.2% | $5,696-64.9% | $7,234-72.4% |