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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 | $9,257 | $104,924-91.2% | $84,623-89.1% | $152,885-93.9% |
| Participation rate | 25.0% | 74.8%-49.8pp | 68.2%-43.2pp | 82.5%-57.5pp |
| Annual return | 97.83% | 373.82%-276.0pp | 258.77%-160.9pp | 345.39%-247.6pp |
| Employer contribution / active EE | $0 | $3,302-100.0% | $2,652-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $4,410 | $4,689-5.9% | $3,899+13.1% | $5,851-24.6% |
| Admin fee / account holder | $10,072 | $6,242+61.4% | $4,913+105.0% | $11,598-13.2% |