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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 | $3,037 | $100,139-97.0% | $85,187-96.4% | $145,884-97.9% |
| Participation rate | 44.4% | 74.1%-29.7pp | 67.5%-23.1pp | 80.3%-35.9pp |
| Annual return | 14.44% | 84.15%-69.7pp | 66.67%-52.2pp | 551.85%-537.4pp |
| Employer contribution / active EE | $0 | $3,238-100.0% | $2,732-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,129 | $5,296-59.8% | $4,525-52.9% | $6,690-68.2% |
| Admin fee / account holder | $834 | $7,262-88.5% | $6,162-86.5% | $13,392-93.8% |