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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 | $8,020 | $86,701-90.8% | $73,309-89.1% | $125,389-93.6% |
| Participation rate | 20.0% | 78.6%-58.6pp | 74.9%-54.9pp | 83.2%-63.2pp |
| Annual return | 512.90% | 2.78%+510.1pp | 5.67%+507.2pp | 282.24%+230.7pp |
| Employer contribution / active EE | $0 | $4,152-100.0% | $3,237-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,510 | $5,549-72.8% | $4,991-69.7% | $5,352-71.8% |
| Admin fee / account holder | $34,904 | $7,768+349.3% | $5,635+519.4% | $9,541+265.8% |