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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 | $7,021 | $121,701-94.2% | $104,639-93.3% | $158,982-95.6% |
| Participation rate | 33.3% | 77.5%-44.2pp | 74.1%-40.7pp | 82.0%-48.6pp |
| Annual return | 5.65% | 465.72%-460.1pp | 340.67%-335.0pp | 302.99%-297.3pp |
| Employer contribution / active EE | $0 | $3,165-100.0% | $2,682-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,556 | $4,176-62.7% | $3,738-58.4% | $5,983-74.0% |
| Admin fee / account holder | $36,475 | $7,778+369.0% | $6,465+464.2% | $11,252+224.2% |