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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 | $4,999 | $75,962-93.4% | $154,111-96.8% | $64,173-92.2% |
| Participation rate | 47.4% | 70.4%-23.0pp | 83.0%-35.7pp | 69.6%-22.2pp |
| Annual return | 42.43% | 30.32%+12.1pp | 735.18%-692.7pp | 7.63%+34.8pp |
| Employer contribution / active EE | $37 | $3,350-98.9% | $5,298-99.3% | $2,381-98.4% |
| Participant deferral / active EE | $934 | $3,175-70.6% | $5,081-81.6% | $3,470-73.1% |
| Admin fee / account holder | $608 | $5,589-89.1% | $13,411-95.5% | $4,887-87.6% |