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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 | $24,577 | $234,190-89.5% | $180,320-86.4% | $198,609-87.6% |
| Participation rate | 50.0% | 77.1%-27.1pp | 71.5%-21.5pp | 82.4%-32.4pp |
| Annual return | 241.33% | 1057.44%-816.1pp | 778.54%-537.2pp | 202.70%+38.6pp |
| Employer contribution / active EE | $0 | $5,258-100.0% | $4,108-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $9,942 | $4,988+99.3% | $4,304+131.0% | $6,977+42.5% |
| Admin fee / account holder | $520 | $12,558-95.9% | $10,000-94.8% | $19,030-97.3% |