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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 | $100,895-91.5% | $90,430-90.5% | $158,950-94.6% |
| Participation rate | 41.7% | 75.0%-33.4pp | 72.7%-31.0pp | 82.0%-40.3pp |
| Annual return | 18.78% | 1725.54%-1706.8pp | 1293.73%-1274.9pp | 302.91%-284.1pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,848 | $4,347-57.5% | $3,963-53.4% | $5,983-69.1% |
| Admin fee / account holder | $722 | $6,505-88.9% | $5,613-87.1% | $11,248-93.6% |