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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 | $876 | $72,071-98.8% | $68,368-98.7% | $137,256-99.4% |
| Participation rate | 58.8% | 76.2%-17.4pp | 73.8%-14.9pp | 80.0%-21.1pp |
| Annual return | 53.89% | 353.14%-299.3pp | 292.57%-238.7pp | 220.34%-166.5pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,251 | $4,410-71.6% | $4,123-69.7% | $6,407-80.5% |
| Admin fee / account holder | $424 | $5,336-92.1% | $5,150-91.8% | $12,270-96.5% |