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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 | $1,959 | $99,011-98.0% | $86,582-97.7% | $147,586-98.7% |
| Participation rate | 39.1% | 76.3%-37.2pp | 73.5%-34.4pp | 82.8%-43.7pp |
| Annual return | 27.46% | 1312.75%-1285.3pp | 965.08%-937.6pp | 578.59%-551.1pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $507 | $3,972-87.2% | $3,609-85.9% | $5,439-90.7% |
| Admin fee / account holder | $527 | $5,709-90.8% | $4,904-89.3% | $10,886-95.2% |