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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 | $3,081 | $109,872-97.2% | $98,483-96.9% | $167,536-98.2% |
| Participation rate | 28.6% | 75.8%-47.3pp | 73.3%-44.8pp | 82.1%-53.5pp |
| Annual return | 19.74% | 1959.31%-1939.6pp | 1494.38%-1474.6pp | 478.82%-459.1pp |
| Employer contribution / active EE | $0 | $3,225-100.0% | $2,961-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $883 | $4,673-81.1% | $4,276-79.4% | $6,342-86.1% |
| Admin fee / account holder | $570 | $6,757-91.6% | $5,953-90.4% | $12,315-95.4% |