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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 | $7,699 | $73,518-89.5% | $63,003-87.8% | $147,585-94.8% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.8%-8.1pp | 82.8%-16.2pp |
| Annual return | 13.34% | 175.46%-162.1pp | 87.59%-74.2pp | 578.57%-565.2pp |
| Employer contribution / active EE | $0 | $3,322-100.0% | $2,760-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,723 | $4,183-58.8% | $3,329-48.2% | $5,439-68.3% |
| Admin fee / account holder | $3,649 | $5,952-38.7% | $3,600+1.4% | $10,885-66.5% |