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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 | $3,430 | $99,031-96.5% | $86,597-96.0% | $147,585-97.7% |
| Participation rate | 21.4% | 76.3%-54.9pp | 73.5%-52.1pp | 82.8%-61.4pp |
| Annual return | 19.00% | 1312.56%-1293.6pp | 964.96%-946.0pp | 578.57%-559.6pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,840-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $755 | $3,972-81.0% | $3,609-79.1% | $5,439-86.1% |
| Admin fee / account holder | $7,507 | $5,711+31.5% | $4,906+53.0% | $10,885-31.0% |