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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 | $5,400 | $167,030-96.8% | $135,768-96.0% | $155,188-96.5% |
| Participation rate | 58.8% | 76.2%-17.3pp | 71.1%-12.3pp | 80.8%-22.0pp |
| Annual return | 11.83% | 678.39%-666.6pp | 526.10%-514.3pp | 148.84%-137.0pp |
| Employer contribution / active EE | $0 | $4,132-100.0% | $3,394-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,413 | $4,528-68.8% | $3,977-64.5% | $6,531-78.4% |
| Admin fee / account holder | $1,962 | $8,172-76.0% | $7,048-72.2% | $14,480-86.4% |