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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 | $7,902 | $55,446-85.7% | $155,574-94.9% | $74,429-89.4% |
| Participation rate | 31.6% | 61.9%-30.3pp | 78.2%-46.6pp | 67.2%-35.6pp |
| Annual return | 15.82% | 269.20%-253.4pp | 64.87%-49.0pp | 1368.38%-1352.6pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,676-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $1,333 | $2,836-53.0% | $5,629-76.3% | $4,348-69.3% |
| Admin fee / account holder | $846 | $1,743-51.5% | $15,914-94.7% | $1,944-56.5% |