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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 | $5,070 | $58,391-91.3% | $76,667-93.4% | $72,976-93.1% |
| Participation rate | 40.0% | 67.4%-27.4pp | 72.1%-32.1pp | 69.5%-29.5pp |
| Annual return | 76.92% | 2306.65%-2229.7pp | 1166.74%-1089.8pp | 81.02%-4.1pp |
| Employer contribution / active EE | $0 | $1,787-100.0% | $2,303-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,130 | $2,690-58.0% | $3,336-66.1% | $3,608-68.7% |
| Admin fee / account holder | $344 | $4,014-91.4% | $6,423-94.7% | $5,124-93.3% |