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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 | $1,788 | $101,618-98.2% | $93,063-98.1% | $137,256-98.7% |
| Participation rate | 66.7% | 74.9%-8.3pp | 72.1%-5.4pp | 80.0%-13.3pp |
| Annual return | 78.03% | 223.95%-145.9pp | 34.15%+43.9pp | 220.34%-142.3pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,919 | $4,279-55.2% | $3,958-51.5% | $6,407-70.1% |
| Admin fee / account holder | $24,692 | $6,198+298.4% | $6,033+309.3% | $12,270+101.2% |