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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 | $9,966 | $51,244-80.6% | $80,977-87.7% | $55,167-81.9% |
| Participation rate | 54.4% | 71.7%-17.3pp | 75.8%-21.4pp | 69.0%-14.6pp |
| Annual return | 97.77% | 17.39%+80.4pp | 17.11%+80.7pp | 169.23%-71.5pp |
| Employer contribution / active EE | $0 | $1,770-100.0% | $3,715-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $3,068 | $4,418-30.5% | $5,696-46.1% | $3,054+0.5% |
| Admin fee / account holder | $543 | $398+36.4% | $5,517-90.2% | $504+7.7% |