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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 | $3,633 | $227,399-98.4% | $189,758-98.1% | $198,609-98.2% |
| Participation rate | 42.9% | 84.0%-41.1pp | 79.8%-36.9pp | 82.4%-39.5pp |
| Annual return | 11.43% | 61.03%-49.6pp | 52.62%-41.2pp | 202.70%-191.3pp |
| Employer contribution / active EE | $1,117 | $5,526-79.8% | $4,767-76.6% | $5,055-77.9% |
| Participant deferral / active EE | $5,853 | $6,837-14.4% | $5,856-0.1% | $6,977-16.1% |
| Admin fee / account holder | $398,683 | $25,162+1484.4% | $20,388+1855.5% | $19,030+1995.0% |