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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 | $6,748 | $78,694-91.4% | $67,652-90.0% | $125,389-94.6% |
| Participation rate | 57.1% | 78.8%-21.7pp | 75.7%-18.5pp | 83.2%-26.0pp |
| Annual return | 167.69% | 9.46%+158.2pp | 6625.40%-6457.7pp | 282.24%-114.6pp |
| Employer contribution / active EE | $62 | $3,044-98.0% | $2,266-97.3% | $4,866-98.7% |
| Participant deferral / active EE | $2,376 | $4,292-44.6% | $3,560-33.3% | $5,352-55.6% |
| Admin fee / account holder | $1,477 | $7,403-80.1% | $4,821-69.4% | $9,541-84.5% |