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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 | $6,744 | $104,544-93.5% | $76,657-91.2% | $152,897-95.6% |
| Participation rate | 66.7% | 76.6%-9.9pp | 72.1%-5.4pp | 82.5%-15.8pp |
| Annual return | 18.23% | 1014.36%-996.1pp | 1166.74%-1148.5pp | 345.43%-327.2pp |
| Employer contribution / active EE | $0 | $3,118-100.0% | $2,303-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,454 | $4,236-42.1% | $3,335-26.4% | $5,851-58.1% |
| Admin fee / account holder | $9,688 | $12,286-21.1% | $6,423+50.8% | $11,599-16.5% |