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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 | $2,957 | $48,570-93.9% | $130,660-97.7% | $72,983-95.9% |
| Participation rate | 48.3% | 58.6%-10.2pp | 71.7%-23.4pp | 69.5%-21.2pp |
| Annual return | 45.18% | 38.63%+6.6pp | 1709.29%-1664.1pp | 81.01%-35.8pp |
| Employer contribution / active EE | $9 | $1,334-99.3% | $4,092-99.8% | $2,440-99.6% |
| Participant deferral / active EE | $997 | $2,384-58.2% | $3,603-72.3% | $3,608-72.4% |
| Admin fee / account holder | $964 | $3,549-72.8% | $5,463-82.3% | $5,124-81.2% |