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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 | $3,102 | $70,121-95.6% | $63,803-95.1% | $138,895-97.8% |
| Participation rate | 50.0% | 77.2%-27.2pp | 72.7%-22.7pp | 79.9%-29.9pp |
| Annual return | 71.31% | 946.48%-875.2pp | 543.72%-472.4pp | 145.39%-74.1pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $2,532-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,647 | $4,535-63.7% | $3,843-57.1% | $6,396-74.3% |
| Admin fee / account holder | $1,395 | $6,738-79.3% | $5,196-73.2% | $12,562-88.9% |