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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 | $3,118 | $96,678-96.8% | $86,640-96.4% | $139,466-97.8% |
| Participation rate | 62.5% | 74.4%-11.9pp | 71.7%-9.2pp | 80.3%-17.8pp |
| Annual return | 54.25% | 106.69%-52.4pp | 592.52%-538.3pp | 373.66%-319.4pp |
| Employer contribution / active EE | $113 | $3,265-96.5% | $3,024-96.3% | $4,754-97.6% |
| Participant deferral / active EE | $2,061 | $4,837-57.4% | $4,438-53.6% | $6,712-69.3% |
| Admin fee / account holder | $854 | $6,410-86.7% | $5,616-84.8% | $11,409-92.5% |