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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 | $60,393-86.5% | $81,820-90.0% | $74,429-89.0% |
| Participation rate | 12.8% | 62.9%-50.1pp | 72.4%-59.6pp | 67.2%-54.5pp |
| Annual return | 11.49% | 16.89%-5.4pp | 777.93%-766.4pp | 1368.38%-1356.9pp |
| Employer contribution / active EE | $0 | $2,626-100.0% | $2,915-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $822 | $3,397-75.8% | $4,323-81.0% | $4,348-81.1% |
| Admin fee / account holder | $2,249 | $1,491+50.9% | $7,391-69.6% | $1,944+15.7% |