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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 | $8,318 | $84,708-90.2% | $75,714-89.0% | $167,536-95.0% |
| Participation rate | 33.3% | 77.8%-44.5pp | 74.8%-41.5pp | 82.1%-48.8pp |
| Annual return | 16.02% | 199.62%-183.6pp | 104.62%-88.6pp | 478.82%-462.8pp |
| Employer contribution / active EE | $0 | $3,231-100.0% | $2,744-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $1,244 | $4,577-72.8% | $3,820-67.5% | $6,342-80.4% |
| Admin fee / account holder | $2,232 | $5,358-58.3% | $3,619-38.3% | $12,315-81.9% |