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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 | $8,018 | $109,372-92.7% | $89,414-91.0% | $158,966-95.0% |
| Participation rate | 37.5% | 74.3%-36.8pp | 68.0%-30.5pp | 82.0%-44.5pp |
| Annual return | 37.73% | 345.55%-307.8pp | 245.50%-207.8pp | 302.95%-265.2pp |
| Employer contribution / active EE | $0 | $3,171-100.0% | $2,586-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,549 | $4,598-66.3% | $3,890-60.2% | $5,983-74.1% |
| Admin fee / account holder | $378 | $6,156-93.9% | $4,883-92.3% | $11,250-96.6% |