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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 | $7,340 | $211,239-96.5% | $178,528-95.9% | $145,877-95.0% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 238.74% | 30.22%+208.5pp | 27.11%+211.6pp | 551.28%-312.5pp |
| Employer contribution / active EE | $1 | $4,570-100.0% | $3,950-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,536 | $6,963-77.9% | $6,278-75.5% | $6,691-77.0% |
| Admin fee / account holder | $501 | $12,095-95.9% | $10,419-95.2% | $13,402-96.3% |