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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 | $30,098 | $100,060-69.9% | $149,721-79.9% | $70,126-57.1% |
| Participation rate | 33.3% | 83.6%-50.2pp | 87.1%-53.7pp | 69.5%-36.2pp |
| Annual return | 18001.71% | 27.46%+17974.3pp | 1501.67%+16500.0pp | 73.15%+17928.6pp |
| Employer contribution / active EE | $0 | $3,661-100.0% | $5,444-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,397 | $4,982-51.9% | $6,568-63.5% | $3,332-28.1% |
| Admin fee / account holder | $646 | $8,285-92.2% | $11,282-94.3% | $4,645-86.1% |