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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 | $9,702 | $60,454-84.0% | $81,844-88.1% | $74,459-87.0% |
| Participation rate | 21.0% | 63.0%-42.0pp | 72.4%-51.4pp | 67.2%-46.2pp |
| Annual return | 54.11% | 16.87%+37.2pp | 778.87%-724.8pp | 1369.70%-1315.6pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $2,916-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $921 | $3,398-72.9% | $4,323-78.7% | $4,350-78.8% |
| Admin fee / account holder | $1,917 | $1,490+28.6% | $7,355-73.9% | $1,945-1.4% |