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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 | $1,910 | $108,695-98.2% | $74,722-97.4% | $152,897-98.8% |
| Participation rate | 63.6% | 65.4%-1.7pp | 54.5%+9.2pp | 82.5%-18.8pp |
| Annual return | 32.64% | 114.11%-81.5pp | 753.11%-720.5pp | 345.43%-312.8pp |
| Employer contribution / active EE | $0 | $1,504-100.0% | $1,084-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,220 | $2,712-55.0% | $1,963-37.8% | $5,851-79.1% |
| Admin fee / account holder | $360 | $4,906-92.7% | $3,335-89.2% | $11,599-96.9% |