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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 | $3,124 | $53,063-94.1% | $124,206-97.5% | $82,637-96.2% |
| Participation rate | 68.5% | 58.4%+10.1pp | 69.6%-1.1pp | 68.1%+0.5pp |
| Annual return | 16.39% | 68.87%-52.5pp | 515.27%-498.9pp | 53.51%-37.1pp |
| Employer contribution / active EE | $0 | $1,530-100.0% | $3,540-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $888 | $2,644-66.4% | $3,968-77.6% | $4,126-78.5% |
| Admin fee / account holder | $708 | $4,281-83.5% | $5,929-88.1% | $7,339-90.4% |