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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 | $3,850 | $109,863-96.5% | $98,477-96.1% | $167,518-97.7% |
| Participation rate | 38.9% | 75.8%-36.9pp | 73.3%-34.5pp | 82.1%-43.2pp |
| Annual return | 13.10% | 1958.09%-1945.0pp | 1493.59%-1480.5pp | 478.71%-465.6pp |
| Employer contribution / active EE | $0 | $3,225-100.0% | $2,961-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $892 | $4,673-80.9% | $4,276-79.1% | $6,342-85.9% |
| Admin fee / account holder | $736 | $6,755-89.1% | $5,951-87.6% | $12,312-94.0% |