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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 | $9,224 | $61,052-84.9% | $142,898-93.5% | $79,389-88.4% |
| Participation rate | 60.2% | 60.1%0pp | 72.0%-11.8pp | 70.7%-10.6pp |
| Annual return | 37.65% | 16.02%+21.6pp | 5639.64%-5602.0pp | 116.89%-79.2pp |
| Employer contribution / active EE | $0 | $1,481-100.0% | $4,146-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $2,514 | $2,879-12.7% | $3,838-34.5% | $4,046-37.9% |
| Admin fee / account holder | $1,137 | $659+72.4% | $6,560-82.7% | $626+81.5% |