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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 | $1,239 | $109,863-98.9% | $98,477-98.7% | $167,518-99.3% |
| Participation rate | 62.5% | 75.8%-13.3pp | 73.3%-10.8pp | 82.1%-19.6pp |
| Annual return | 15.15% | 1958.09%-1942.9pp | 1493.59%-1478.4pp | 478.71%-463.6pp |
| Employer contribution / active EE | $0 | $3,225-100.0% | $2,961-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $1,272 | $4,673-72.8% | $4,276-70.3% | $6,342-79.9% |
| Admin fee / account holder | $5,311 | $6,755-21.4% | $5,951-10.8% | $12,312-56.9% |