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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 | $9,817 | $49,177-80.0% | $79,467-87.6% | $64,173-84.7% |
| Participation rate | 37.8% | 65.0%-27.2pp | 73.3%-35.5pp | 69.6%-31.7pp |
| Annual return | 2773.18% | -1.16%+2774.3pp | 718.30%+2054.9pp | 7.63%+2765.5pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $976 | $2,821-65.4% | $3,704-73.7% | $3,470-71.9% |
| Admin fee / account holder | $2,432 | $3,839-36.7% | $5,104-52.4% | $4,887-50.2% |