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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 | $2,089 | $96,361-97.8% | $80,607-97.4% | $139,456-98.5% |
| Participation rate | 50.0% | 73.6%-23.6pp | 67.0%-17.0pp | 80.3%-30.3pp |
| Annual return | 38.24% | 1350.95%-1312.7pp | 936.11%-897.9pp | 373.45%-335.2pp |
| Employer contribution / active EE | $0 | $3,262-100.0% | $2,724-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $940 | $5,232-82.0% | $4,448-78.9% | $6,711-86.0% |
| Admin fee / account holder | $318 | $6,601-95.2% | $5,379-94.1% | $11,407-97.2% |