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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 | $8,854 | $121,701-92.7% | $104,639-91.5% | $158,982-94.4% |
| Participation rate | 35.7% | 77.5%-41.8pp | 74.1%-38.4pp | 82.0%-46.3pp |
| Annual return | 48.71% | 465.72%-417.0pp | 340.67%-292.0pp | 302.99%-254.3pp |
| Employer contribution / active EE | $0 | $3,165-100.0% | $2,682-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,901 | $4,176-30.5% | $3,738-22.4% | $5,983-51.5% |
| Admin fee / account holder | $514 | $7,778-93.4% | $6,465-92.1% | $11,252-95.4% |