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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 | $7,199 | $108,701-93.4% | $74,723-90.4% | $152,909-95.3% |
| Participation rate | 11.1% | 65.4%-54.2pp | 54.5%-43.4pp | 82.5%-71.3pp |
| Annual return | 8.35% | 114.12%-105.8pp | 753.18%-744.8pp | 345.46%-337.1pp |
| Employer contribution / active EE | $0 | $1,504-100.0% | $1,084-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $267 | $2,709-90.2% | $1,962-86.4% | $5,851-95.4% |
| Admin fee / account holder | $813 | $4,906-83.4% | $3,335-75.6% | $11,601-93.0% |