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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 | $3,777 | $107,353-96.5% | $92,903-95.9% | $152,885-97.5% |
| Participation rate | 45.5% | 79.8%-34.3pp | 76.0%-30.5pp | 82.5%-37.0pp |
| Annual return | 31.53% | 145.62%-114.1pp | 109.43%-77.9pp | 345.39%-313.9pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,318 | $4,848-52.2% | $4,238-45.3% | $5,851-60.4% |
| Admin fee / account holder | $1,334 | $7,081-81.2% | $5,795-77.0% | $11,598-88.5% |