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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 | $9,538 | $104,544-90.9% | $76,657-87.6% | $152,897-93.8% |
| Participation rate | 43.8% | 76.6%-32.9pp | 72.1%-28.3pp | 82.5%-38.7pp |
| Annual return | 27.36% | 1014.36%-987.0pp | 1166.74%-1139.4pp | 345.43%-318.1pp |
| Employer contribution / active EE | $0 | $3,118-100.0% | $2,303-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,366 | $4,236-20.5% | $3,335+0.9% | $5,851-42.5% |
| Admin fee / account holder | $691 | $12,286-94.4% | $6,423-89.2% | $11,599-94.0% |