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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 | $5,869 | $125,778-95.3% | $114,563-94.9% | $154,746-96.2% |
| Participation rate | 18.2% | 75.2%-57.0pp | 72.9%-54.7pp | 80.7%-62.5pp |
| Annual return | 9.80% | 295.14%-285.3pp | 241.09%-231.3pp | 172.34%-162.5pp |
| Employer contribution / active EE | -$0 | $2,806-100.0% | $2,592-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,364 | $4,445-69.3% | $4,142-67.1% | $6,730-79.7% |
| Admin fee / account holder | $116,805 | $8,190+1326.1% | $7,623+1432.2% | $14,365+713.1% |