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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 | $7,751 | $84,236-90.8% | $170,439-95.5% | $70,124-88.9% |
| Participation rate | 16.7% | 70.8%-54.2pp | 83.6%-66.9pp | 69.5%-52.9pp |
| Annual return | 1314.39% | 23.06%+1291.3pp | 205.94%+1108.5pp | 73.14%+1241.2pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $915 | $3,086-70.4% | $4,939-81.5% | $3,332-72.5% |
| Admin fee / account holder | $3,062 | $5,698-46.3% | $13,881-77.9% | $4,645-34.1% |