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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 | $56,431-90.5% | $130,788-95.9% | $87,485-93.9% |
| Participation rate | 69.7% | 58.9%+10.7pp | 70.1%-0.4pp | 68.9%+0.8pp |
| Annual return | 17.93% | 91.27%-73.3pp | 386.44%-368.5pp | 26.06%-8.1pp |
| Employer contribution / active EE | $2 | $1,549-99.9% | $3,558-99.9% | $2,596-99.9% |
| Participant deferral / active EE | $878 | $2,749-68.1% | $4,137-78.8% | $4,274-79.4% |
| Admin fee / account holder | $1,997 | $4,433-54.9% | $6,673-70.1% | $7,775-74.3% |