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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 | $2,191 | $121,701-98.2% | $104,639-97.9% | $158,982-98.6% |
| Participation rate | 50.0% | 77.5%-27.5pp | 74.1%-24.1pp | 82.0%-32.0pp |
| Annual return | 28.14% | 465.72%-437.6pp | 340.67%-312.5pp | 302.99%-274.8pp |
| Employer contribution / active EE | $0 | $3,165-100.0% | $2,682-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,570 | $4,176-62.4% | $3,738-58.0% | $5,983-73.8% |
| Admin fee / account holder | $520 | $7,778-93.3% | $6,465-92.0% | $11,252-95.4% |