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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 | $3,541 | $141,004-97.5% | $112,273-96.8% | $139,456-97.5% |
| Participation rate | 58.3% | 79.2%-20.9pp | 72.4%-14.1pp | 80.3%-22.0pp |
| Annual return | 94.43% | 32.75%+61.7pp | 30.23%+64.2pp | 373.45%-279.0pp |
| Employer contribution / active EE | $0 | $4,285-100.0% | $3,431-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $1,754 | $5,878-70.2% | $4,800-63.4% | $6,711-73.9% |
| Admin fee / account holder | $493 | $9,959-95.0% | $7,752-93.6% | $11,407-95.7% |