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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 | $5,065 | $185,199-97.3% | $142,874-96.5% | $167,518-97.0% |
| Participation rate | 43.8% | 78.5%-34.7pp | 72.0%-28.2pp | 82.1%-38.4pp |
| Annual return | 9.12% | 8556.90%-8547.8pp | 5638.58%-5629.5pp | 478.71%-469.6pp |
| Employer contribution / active EE | $0 | $5,606-100.0% | $4,145-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $959 | $4,495-78.7% | $3,838-75.0% | $6,342-84.9% |
| Admin fee / account holder | $1,536 | $8,031-80.9% | $6,561-76.6% | $12,312-87.5% |