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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 | $5,328 | $176,688-97.0% | $130,660-95.9% | $152,909-96.5% |
| Participation rate | 8.3% | 79.0%-70.6pp | 71.7%-63.4pp | 82.5%-74.1pp |
| Annual return | 17.63% | 2693.08%-2675.5pp | 1709.29%-1691.7pp | 345.46%-327.8pp |
| Employer contribution / active EE | $0 | $5,743-100.0% | $4,092-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $502 | $4,362-88.5% | $3,603-86.1% | $5,851-91.4% |
| Admin fee / account holder | $1,401 | $7,131-80.4% | $5,463-74.4% | $11,601-87.9% |