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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 | $5,655 | $171,492-96.7% | $150,734-96.2% | $198,609-97.2% |
| Participation rate | 50.0% | 81.4%-31.4pp | 78.4%-28.4pp | 82.4%-32.4pp |
| Annual return | 14.54% | 804.70%-790.2pp | 600.81%-586.3pp | 202.70%-188.2pp |
| Employer contribution / active EE | $1,168 | $5,470-78.6% | $4,918-76.2% | $5,055-76.9% |
| Participant deferral / active EE | $3,316 | $6,259-47.0% | $5,610-40.9% | $6,977-52.5% |
| Admin fee / account holder | $43,249 | $17,628+145.3% | $14,905+190.2% | $19,030+127.3% |