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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 | $201,344-88.5% | $184,243-87.5% | $145,877-84.2% |
| Participation rate | 37.5% | 87.5%-50.0pp | 86.8%-49.3pp | 80.3%-42.8pp |
| Annual return | 112.31% | 29.01%+83.3pp | 28.82%+83.5pp | 551.28%-439.0pp |
| Employer contribution / active EE | $0 | $7,022-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $30,728 | $9,807+213.3% | $9,132+236.5% | $6,691+359.3% |
| Admin fee / account holder | $2,605,124 | $16,382+15802.5% | $13,914+18623.5% | $13,402+19338.1% |