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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 | $2,122 | $121,701-98.3% | $104,639-98.0% | $158,982-98.7% |
| Participation rate | 28.6% | 77.5%-49.0pp | 74.1%-45.5pp | 82.0%-53.4pp |
| Annual return | 115.00% | 465.72%-350.7pp | 340.67%-225.7pp | 302.99%-188.0pp |
| Employer contribution / active EE | $0 | $3,165-100.0% | $2,682-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $707 | $4,176-83.1% | $3,738-81.1% | $5,983-88.2% |
| Admin fee / account holder | $1,130 | $7,778-85.5% | $6,465-82.5% | $11,252-90.0% |