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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 | $3,249 | $211,239-98.5% | $178,528-98.2% | $145,877-97.8% |
| Participation rate | 33.3% | 80.8%-47.5pp | 77.1%-43.8pp | 80.3%-47.0pp |
| Annual return | 20.66% | 30.22%-9.6pp | 27.11%-6.4pp | 551.28%-530.6pp |
| Employer contribution / active EE | $0 | $4,570-100.0% | $3,950-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,682 | $6,963-75.8% | $6,278-73.2% | $6,691-74.9% |
| Admin fee / account holder | $2,467 | $12,095-79.6% | $10,419-76.3% | $13,402-81.6% |