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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 | $9,515 | $118,695-92.0% | $98,916-90.4% | $158,950-94.0% |
| Participation rate | 46.7% | 77.8%-31.2pp | 76.0%-29.4pp | 82.0%-35.3pp |
| Annual return | 27.65% | 372.39%-344.7pp | 196.45%-168.8pp | 302.91%-275.3pp |
| Employer contribution / active EE | $0 | $3,333-100.0% | $2,689-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,282 | $5,088-55.2% | $4,245-46.2% | $5,983-61.9% |
| Admin fee / account holder | $461 | $10,132-95.4% | $6,642-93.1% | $11,248-95.9% |