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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 | $3,459 | $72,403-95.2% | $67,524-94.9% | $145,978-97.6% |
| Participation rate | 61.1% | 76.9%-15.8pp | 72.9%-11.8pp | 80.3%-19.2pp |
| Annual return | 10.47% | 7197.23%-7186.8pp | 3519.41%-3508.9pp | 550.52%-540.0pp |
| Employer contribution / active EE | $0 | $3,072-100.0% | $2,734-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,328 | $4,782-72.2% | $4,001-66.8% | $6,690-80.2% |
| Admin fee / account holder | $1,939 | $5,541-65.0% | $4,001-51.5% | $13,400-85.5% |