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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 | $4,182 | $154,746-97.3% | $4,1820% | $154,746-97.3% |
| Participation rate | 15.4% | 80.7%-65.3pp | 15.4%0pp | 80.7%-65.3pp |
| Annual return | 101.85% | 172.34%-70.5pp | 101.85%0pp | 172.34%-70.5pp |
| Employer contribution / active EE | $473 | $4,379-89.2% | $4730% | $4,379-89.2% |
| Participant deferral / active EE | $3,113 | $6,730-53.7% | $3,1130% | $6,730-53.7% |
| Admin fee / account holder | $7,924 | $14,365-44.8% | $7,9240% | $14,365-44.8% |