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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 | $1,633 | $100,203-98.4% | $85,240-98.1% | $145,897-98.9% |
| Participation rate | 9.1% | 74.1%-65.0pp | 67.5%-58.4pp | 80.3%-71.2pp |
| Annual return | 16.14% | 84.28%-68.1pp | 66.75%-50.6pp | 552.29%-536.1pp |
| Employer contribution / active EE | $0 | $3,242-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,057 | $5,299-80.1% | $4,527-76.7% | $6,689-84.2% |
| Admin fee / account holder | $19,234 | $7,265+164.7% | $6,165+212.0% | $13,390+43.6% |