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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 | $9,549 | $150,447-93.7% | $136,298-93.0% | $147,586-93.5% |
| Participation rate | 23.8% | 84.4%-60.6pp | 81.9%-58.1pp | 82.8%-59.0pp |
| Annual return | 19.78% | 1049.15%-1029.4pp | 5156.27%-5136.5pp | 578.59%-558.8pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,688 | $6,631-59.5% | $6,247-57.0% | $5,439-50.6% |
| Admin fee / account holder | $6,308 | $10,906-42.2% | $9,244-31.8% | $10,886-42.1% |