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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 | $7,796 | $57,330-86.4% | $86,656-91.0% | $75,177-89.6% |
| Participation rate | 31.3% | 63.2%-31.9pp | 71.7%-40.5pp | 67.2%-36.0pp |
| Annual return | 92.80% | 2675.40%-2582.6pp | 593.09%-500.3pp | 160.75%-67.9pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,025-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $943 | $3,320-71.6% | $4,439-78.8% | $4,126-77.1% |
| Admin fee / account holder | $462 | $4,115-88.8% | $5,619-91.8% | $5,651-91.8% |