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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 | $6,196 | $102,635-94.0% | $86,209-92.8% | $139,456-95.6% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.0%-19.0pp | 80.3%-30.3pp |
| Annual return | 23.08% | 1923.53%-1900.4pp | 1169.05%-1146.0pp | 373.45%-350.4pp |
| Employer contribution / active EE | $0 | $3,034-100.0% | $2,381-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $2,360 | $4,677-49.5% | $3,986-40.8% | $6,711-64.8% |
| Admin fee / account holder | $2,237 | $8,661-74.2% | $6,853-67.4% | $11,407-80.4% |