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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 | $8,656 | $104,953-91.8% | $84,637-89.8% | $152,909-94.3% |
| Participation rate | 33.3% | 74.8%-41.5pp | 68.2%-34.9pp | 82.5%-49.1pp |
| Annual return | 11.12% | 373.94%-362.8pp | 258.82%-247.7pp | 345.46%-334.3pp |
| Employer contribution / active EE | $0 | $3,304-100.0% | $2,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,063 | $4,691-56.0% | $3,900-47.1% | $5,851-64.7% |
| Admin fee / account holder | $816 | $6,244-86.9% | $4,914-83.4% | $11,601-93.0% |