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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 | $1,034 | $76,522-98.6% | $56,033-98.2% | $145,884-99.3% |
| Participation rate | 36.4% | 63.2%-26.9pp | 52.5%-16.1pp | 80.3%-43.9pp |
| Annual return | 11.75% | 3014.28%-3002.5pp | 1711.38%-1699.6pp | 551.85%-540.1pp |
| Employer contribution / active EE | $0 | $1,382-100.0% | $1,041-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $561 | $2,624-78.6% | $1,954-71.3% | $6,690-91.6% |
| Admin fee / account holder | $913 | $3,328-72.6% | $2,827-67.7% | $13,392-93.2% |