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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 | $8,730 | $99,031-91.2% | $86,597-89.9% | $147,585-94.1% |
| Participation rate | 15.0% | 76.3%-61.3pp | 73.5%-58.5pp | 82.8%-67.8pp |
| Annual return | 18.42% | 1312.56%-1294.1pp | 964.96%-946.5pp | 578.57%-560.2pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,840-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $944 | $3,972-76.2% | $3,609-73.8% | $5,439-82.6% |
| Admin fee / account holder | $870 | $5,711-84.8% | $4,906-82.3% | $10,885-92.0% |