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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 | $4,388 | $72,426-93.9% | $67,560-93.5% | $145,897-97.0% |
| Participation rate | 33.3% | 76.9%-43.6pp | 72.9%-39.6pp | 80.3%-47.0pp |
| Annual return | 22.43% | 7226.78%-7204.4pp | 3533.50%-3511.1pp | 552.29%-529.9pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,737-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,711 | $4,785-64.2% | $4,004-57.3% | $6,689-74.4% |
| Admin fee / account holder | $1,898 | $5,514-65.6% | $3,994-52.5% | $13,390-85.8% |