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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 | $3,208 | $88,710-96.4% | $81,783-96.1% | $145,959-97.8% |
| Participation rate | 33.3% | 75.0%-41.7pp | 72.4%-39.0pp | 80.3%-47.0pp |
| Annual return | 12.50% | 1027.26%-1014.8pp | 775.05%-762.5pp | 561.95%-549.4pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,913-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $1,143 | $4,645-75.4% | $4,320-73.5% | $6,689-82.9% |
| Admin fee / account holder | $1,818 | $8,407-78.4% | $7,380-75.4% | $13,398-86.4% |