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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 | $139 | $76,522-99.8% | $56,033-99.8% | $145,884-99.9% |
| Participation rate | 40.0% | 63.2%-23.2pp | 52.5%-12.5pp | 80.3%-40.3pp |
| Annual return | 21.16% | 3014.28%-2993.1pp | 1711.38%-1690.2pp | 551.85%-530.7pp |
| Employer contribution / active EE | $8 | $1,382-99.4% | $1,041-99.2% | $4,662-99.8% |
| Participant deferral / active EE | $500 | $2,624-80.9% | $1,954-74.4% | $6,690-92.5% |
| Admin fee / account holder | $1,046 | $3,328-68.6% | $2,827-63.0% | $13,392-92.2% |