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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 | $5,258 | $104,953-95.0% | $84,637-93.8% | $152,909-96.6% |
| Participation rate | 33.3% | 74.8%-41.5pp | 68.2%-34.9pp | 82.5%-49.1pp |
| Annual return | 13.15% | 373.94%-360.8pp | 258.82%-245.7pp | 345.46%-332.3pp |
| Employer contribution / active EE | $0 | $3,304-100.0% | $2,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,186 | $4,691-74.7% | $3,900-69.6% | $5,851-79.7% |
| Admin fee / account holder | $2,659 | $6,244-57.4% | $4,914-45.9% | $11,601-77.1% |