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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 | $9,754 | $56,197-82.6% | $67,652-85.6% | $59,633-83.6% |
| Participation rate | 61.1% | 71.5%-10.4pp | 75.7%-14.6pp | 68.7%-7.6pp |
| Annual return | 6.21% | 18508.10%-18501.9pp | 6625.40%-6619.2pp | 2041.45%-2035.2pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,741 | $2,844-38.8% | $3,560-51.1% | $3,192-45.4% |
| Admin fee / account holder | $1,645 | $3,958-58.4% | $4,821-65.9% | $4,297-61.7% |