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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 | $3,907 | $61,125-93.6% | $94,057-95.8% | $87,485-95.5% |
| Participation rate | 40.0% | 64.1%-24.1pp | 73.3%-33.3pp | 68.9%-28.9pp |
| Annual return | 1420.62% | 35.20%+1385.4pp | 480.62%+940.0pp | 26.06%+1394.6pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $981 | $3,260-69.9% | $4,709-79.2% | $4,274-77.1% |
| Admin fee / account holder | $480 | $5,629-91.5% | $7,244-93.4% | $7,775-93.8% |