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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 | $2,698 | $95,601-97.2% | $77,183-96.5% | $139,456-98.1% |
| Participation rate | 36.4% | 74.0%-37.6pp | 69.6%-33.2pp | 80.3%-44.0pp |
| Annual return | 51.13% | 54.96%-3.8pp | 37.89%+13.2pp | 373.45%-322.3pp |
| Employer contribution / active EE | $1 | $3,145-100.0% | $2,534-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $809 | $4,623-82.5% | $3,833-78.9% | $6,711-87.9% |
| Admin fee / account holder | $663 | $8,302-92.0% | $5,475-87.9% | $11,407-94.2% |