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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 | $4,557 | $100,911-95.5% | $90,440-95.0% | $158,966-97.1% |
| Participation rate | 46.2% | 75.0%-28.9pp | 72.7%-26.5pp | 82.0%-35.8pp |
| Annual return | 15.78% | 1726.62%-1710.8pp | 1294.38%-1278.6pp | 302.95%-287.2pp |
| Employer contribution / active EE | $0 | $3,690-100.0% | $3,263-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $800 | $4,348-81.6% | $3,964-79.8% | $5,983-86.6% |
| Admin fee / account holder | $706 | $6,507-89.2% | $5,615-87.4% | $11,250-93.7% |