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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 | $2,266 | $39,036-94.2% | $80,784-97.2% | $85,851-97.4% |
| Participation rate | 29.5% | 41.6%-12.0pp | 54.2%-24.6pp | 69.3%-39.8pp |
| Annual return | 12.36% | 26.31%-14.0pp | 87.31%-75.0pp | 318.63%-306.3pp |
| Employer contribution / active EE | $37 | $722-94.9% | $1,160-96.8% | $2,565-98.6% |
| Participant deferral / active EE | $360 | $1,326-72.9% | $2,145-83.2% | $3,952-90.9% |
| Admin fee / account holder | $1,131 | $2,429-53.4% | $3,380-66.5% | $6,261-81.9% |