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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 | $6,181 | $169,161-96.3% | $129,295-95.2% | $145,959-95.8% |
| Participation rate | 60.0% | 76.5%-16.5pp | 69.6%-9.6pp | 80.3%-20.3pp |
| Annual return | 14.14% | 14348.07%-14333.9pp | 9429.28%-9415.1pp | 561.95%-547.8pp |
| Employer contribution / active EE | $0 | $5,543-100.0% | $4,157-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $3,305 | $4,989-33.8% | $4,169-20.7% | $6,689-50.6% |
| Admin fee / account holder | $403 | $9,878-95.9% | $7,665-94.7% | $13,398-97.0% |