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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 | $8,156 | $60,504-86.5% | $81,882-90.0% | $74,478-89.0% |
| Participation rate | 12.8% | 62.9%-50.2pp | 72.4%-59.6pp | 67.2%-54.5pp |
| Annual return | 11.49% | 16.91%-5.4pp | 779.47%-768.0pp | 1370.56%-1359.1pp |
| Employer contribution / active EE | $0 | $2,627-100.0% | $2,916-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $822 | $3,400-75.8% | $4,323-81.0% | $4,350-81.1% |
| Admin fee / account holder | $2,249 | $1,492+50.7% | $7,360-69.4% | $1,946+15.6% |