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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 | $5,018 | $49,896-89.9% | $80,627-93.8% | $75,173-93.3% |
| Participation rate | 17.1% | 55.3%-38.2pp | 67.0%-49.9pp | 67.2%-50.1pp |
| Annual return | 64.07% | 34.67%+29.4pp | 936.76%-872.7pp | 160.72%-96.6pp |
| Employer contribution / active EE | $0 | $1,699-100.0% | $2,723-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,012 | $2,992-66.2% | $4,443-77.2% | $4,126-75.5% |
| Admin fee / account holder | $728 | $3,578-79.7% | $5,381-86.5% | $5,651-87.1% |