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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 | $3,242 | $60,128-94.6% | $90,440-96.4% | $79,852-95.9% |
| Participation rate | 52.0% | 65.0%-13.0pp | 72.7%-20.7pp | 69.6%-17.6pp |
| Annual return | 51.99% | 71.95%-20.0pp | 1294.38%-1242.4pp | 31.72%+20.3pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,263-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,347 | $2,939-54.2% | $3,964-66.0% | $3,740-64.0% |
| Admin fee / account holder | $333 | $3,977-91.6% | $5,615-94.1% | $5,306-93.7% |