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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 | $125,778-98.6% | $114,563-98.4% | $154,746-98.8% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.9%-6.2pp | 80.7%-14.0pp |
| Annual return | 78.03% | 295.14%-217.1pp | 241.09%-163.1pp | 172.34%-94.3pp |
| Employer contribution / active EE | $0 | $2,806-100.0% | $2,592-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,919 | $4,445-56.8% | $4,142-53.7% | $6,730-71.5% |
| Admin fee / account holder | $24,692 | $8,190+201.5% | $7,623+223.9% | $14,365+71.9% |