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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 | $7,459 | $103,008-92.8% | $90,304-91.7% | $152,897-95.1% |
| Participation rate | 54.2% | 75.9%-21.7pp | 73.3%-19.1pp | 82.5%-28.3pp |
| Annual return | 20.90% | 95.22%-74.3pp | 78.13%-57.2pp | 345.43%-324.5pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,855-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,066 | $4,281-75.1% | $3,885-72.6% | $5,851-81.8% |
| Admin fee / account holder | $10,640 | $6,175+72.3% | $5,354+98.7% | $11,599-8.3% |