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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 | $5,694 | $109,411-94.8% | $89,435-93.6% | $158,982-96.4% |
| Participation rate | 55.6% | 74.3%-18.7pp | 68.0%-12.4pp | 82.0%-26.4pp |
| Annual return | 5.72% | 345.68%-340.0pp | 245.55%-239.8pp | 302.99%-297.3pp |
| Employer contribution / active EE | $0 | $3,173-100.0% | $2,587-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,832 | $4,600-38.4% | $3,890-27.2% | $5,983-52.7% |
| Admin fee / account holder | $10,949 | $6,159+77.8% | $4,884+124.2% | $11,252-2.7% |