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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 | $23,085 | $201,370-88.5% | $184,256-87.5% | $145,897-84.2% |
| Participation rate | 37.5% | 87.5%-50.0pp | 86.8%-49.3pp | 80.3%-42.8pp |
| Annual return | 112.31% | 29.05%+83.3pp | 28.85%+83.5pp | 552.29%-440.0pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $30,728 | $9,808+213.3% | $9,133+236.4% | $6,689+359.4% |
| Admin fee / account holder | $2,605,124 | $16,364+15819.8% | $13,899+18642.7% | $13,390+19355.2% |