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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 | $7,198 | $109,863-93.4% | $98,477-92.7% | $167,518-95.7% |
| Participation rate | 23.5% | 75.8%-52.3pp | 73.3%-49.8pp | 82.1%-58.6pp |
| Annual return | 21.71% | 1958.09%-1936.4pp | 1493.59%-1471.9pp | 478.71%-457.0pp |
| Employer contribution / active EE | $0 | $3,225-100.0% | $2,961-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $1,364 | $4,673-70.8% | $4,276-68.1% | $6,342-78.5% |
| Admin fee / account holder | $1,914 | $6,755-71.7% | $5,951-67.8% | $12,312-84.5% |