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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 | $7,303 | $58,927-87.6% | $76,823-90.5% | $72,983-90.0% |
| Participation rate | 25.0% | 67.3%-42.3pp | 72.1%-47.1pp | 69.5%-44.5pp |
| Annual return | 27.39% | 2305.64%-2278.3pp | 1166.42%-1139.0pp | 81.01%-53.6pp |
| Employer contribution / active EE | $0 | $1,787-100.0% | $2,302-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,633 | $2,690-39.3% | $3,336-51.0% | $3,608-54.7% |
| Admin fee / account holder | $3,913 | $4,013-2.5% | $6,422-39.1% | $5,124-23.6% |