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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 | $2,129 | $169,336-98.7% | $129,384-98.4% | $145,884-98.5% |
| Participation rate | 33.3% | 76.5%-43.2pp | 69.6%-36.3pp | 80.3%-47.0pp |
| Annual return | 14.98% | 14408.70%-14393.7pp | 9461.77%-9446.8pp | 551.85%-536.9pp |
| Employer contribution / active EE | $0 | $5,540-100.0% | $4,153-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $491 | $4,985-90.2% | $4,166-88.2% | $6,690-92.7% |
| Admin fee / account holder | $400 | $9,912-96.0% | $7,686-94.8% | $13,392-97.0% |