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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 | $2,439 | $114,013-97.9% | $103,693-97.6% | $155,188-98.4% |
| Participation rate | 61.9% | 75.2%-13.3pp | 72.6%-10.7pp | 80.8%-18.9pp |
| Annual return | 16.28% | 49.31%-33.0pp | 47.61%-31.3pp | 148.84%-132.6pp |
| Employer contribution / active EE | $3 | $3,131-99.9% | $2,920-99.9% | $4,248-99.9% |
| Participant deferral / active EE | $1,684 | $4,970-66.1% | $4,579-63.2% | $6,531-74.2% |
| Admin fee / account holder | $1,563 | $8,407-81.4% | $7,858-80.1% | $14,480-89.2% |