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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 | $8,614 | $100,911-91.5% | $90,440-90.5% | $158,966-94.6% |
| Participation rate | 41.7% | 75.0%-33.4pp | 72.7%-31.0pp | 82.0%-40.3pp |
| Annual return | 18.78% | 1726.62%-1707.8pp | 1294.38%-1275.6pp | 302.95%-284.2pp |
| Employer contribution / active EE | $0 | $3,690-100.0% | $3,263-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,848 | $4,348-57.5% | $3,964-53.4% | $5,983-69.1% |
| Admin fee / account holder | $722 | $6,507-88.9% | $5,615-87.1% | $11,250-93.6% |