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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 | $5,728 | $96,678-94.1% | $86,640-93.4% | $139,466-95.9% |
| Participation rate | 37.5% | 74.4%-36.9pp | 71.7%-34.2pp | 80.3%-42.8pp |
| Annual return | 20.52% | 106.69%-86.2pp | 592.52%-572.0pp | 373.66%-353.1pp |
| Employer contribution / active EE | $0 | $3,265-100.0% | $3,024-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $1,712 | $4,837-64.6% | $4,438-61.4% | $6,712-74.5% |
| Admin fee / account holder | $793 | $6,410-87.6% | $5,616-85.9% | $11,409-93.1% |