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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 | $7,417 | $96,123-92.3% | $77,361-90.4% | $198,609-96.3% |
| Participation rate | 66.7% | 81.1%-14.5pp | 75.0%-8.3pp | 82.4%-15.7pp |
| Annual return | 18.89% | 2054.81%-2035.9pp | 1011.54%-992.7pp | 202.70%-183.8pp |
| Employer contribution / active EE | $0 | $3,791-100.0% | $2,990-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $2,306 | $4,975-53.6% | $3,911-41.0% | $6,977-67.0% |
| Admin fee / account holder | $446 | $9,471-95.3% | $5,894-92.4% | $19,030-97.7% |