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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 | $3,456 | $39,028-91.1% | $80,741-95.7% | $85,847-96.0% |
| Participation rate | 61.5% | 41.6%+20.0pp | 54.2%+7.4pp | 69.3%-7.8pp |
| Annual return | 18.84% | 26.31%-7.5pp | 87.30%-68.5pp | 318.61%-299.8pp |
| Employer contribution / active EE | $54 | $722-92.5% | $1,160-95.4% | $2,565-97.9% |
| Participant deferral / active EE | $336 | $1,326-74.6% | $2,145-84.3% | $3,952-91.5% |
| Admin fee / account holder | $826 | $2,429-66.0% | $3,380-75.6% | $6,261-86.8% |