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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 | $7,360 | $102,696-92.8% | $86,235-91.5% | $139,487-94.7% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.0%-2.3pp | 80.3%-13.7pp |
| Annual return | 22.53% | 1925.91%-1903.4pp | 1170.03%-1147.5pp | 373.84%-351.3pp |
| Employer contribution / active EE | $0 | $3,034-100.0% | $2,381-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $2,875 | $4,679-38.6% | $3,987-27.9% | $6,713-57.2% |
| Admin fee / account holder | $399 | $8,667-95.4% | $6,856-94.2% | $11,407-96.5% |