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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 | $3,789 | $101,672-96.3% | $147,117-97.4% | $74,478-94.9% |
| Participation rate | 20.9% | 75.5%-54.6pp | 82.2%-61.2pp | 67.2%-46.3pp |
| Annual return | 16.58% | 8757.83%-8741.2pp | 420.54%-404.0pp | 1370.56%-1354.0pp |
| Employer contribution / active EE | $470 | $3,813-87.7% | $4,932-90.5% | $2,626-82.1% |
| Participant deferral / active EE | $0 | $7,305-100.0% | $8,065-100.0% | $4,350-100.0% |
| Admin fee / account holder | $638 | $1,753-63.6% | $12,993-95.1% | $1,946-67.2% |