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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 | $5,975 | $109,905-94.6% | $98,506-93.9% | $167,553-96.4% |
| Participation rate | 57.1% | 75.8%-18.7pp | 73.3%-16.2pp | 82.1%-25.0pp |
| Annual return | 18.39% | 1960.20%-1941.8pp | 1494.92%-1476.5pp | 478.89%-460.5pp |
| Employer contribution / active EE | $0 | $3,226-100.0% | $2,961-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $1,805 | $4,674-61.4% | $4,277-57.8% | $6,343-71.5% |
| Admin fee / account holder | $1,079 | $6,760-84.0% | $5,955-81.9% | $12,316-91.2% |