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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 | $53,063-89.9% | $124,206-95.7% | $82,637-93.5% |
| Participation rate | 69.7% | 58.4%+11.3pp | 69.6%+0.1pp | 68.1%+1.6pp |
| Annual return | 17.93% | 68.87%-50.9pp | 515.27%-497.3pp | 53.51%-35.6pp |
| Employer contribution / active EE | $2 | $1,530-99.9% | $3,540-99.9% | $2,552-99.9% |
| Participant deferral / active EE | $878 | $2,644-66.8% | $3,968-77.9% | $4,126-78.7% |
| Admin fee / account holder | $1,997 | $4,281-53.3% | $5,929-66.3% | $7,339-72.8% |