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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 | $3,377 | $30,385-88.9% | $56,054-94.0% | $74,400-95.5% |
| Participation rate | 20.8% | 32.9%-12.1pp | 52.5%-31.7pp | 67.2%-46.5pp |
| Annual return | 19.72% | 24.92%-5.2pp | 1705.95%-1686.2pp | 1367.51%-1347.8pp |
| Employer contribution / active EE | $0 | $609-100.0% | $1,039-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $615 | $1,174-47.6% | $1,952-68.5% | $4,348-85.9% |
| Admin fee / account holder | $703 | $2,361-70.2% | $2,822-75.1% | $1,944-63.8% |