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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 | $5,233 | $84,697-93.8% | $73,845-92.9% | $125,393-95.8% |
| Participation rate | 21.4% | 76.8%-55.3pp | 73.4%-52.0pp | 83.2%-61.8pp |
| Annual return | 3.16% | 3123.66%-3120.5pp | 2267.91%-2264.8pp | 282.23%-279.1pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,788-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,429 | $3,993-64.2% | $3,583-60.1% | $5,351-73.3% |
| Admin fee / account holder | $6,392 | $5,692+12.3% | $4,881+31.0% | $9,541-33.0% |