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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 | $1,824 | $95,406-98.1% | $185,849-99.0% | $85,847-97.9% |
| Participation rate | 65.1% | 68.8%-3.6pp | 81.7%-16.6pp | 69.3%-4.2pp |
| Annual return | 119.96% | 23.59%+96.4pp | 122.10%-2.1pp | 318.61%-198.6pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,169-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,256 | $3,424-63.3% | $5,569-77.4% | $3,952-68.2% |
| Admin fee / account holder | $974 | $7,214-86.5% | $16,244-94.0% | $6,261-84.4% |