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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 | $9,609 | $85,766-88.8% | $136,298-92.9% | $70,126-86.3% |
| Participation rate | 43.3% | 74.2%-30.8pp | 81.9%-38.6pp | 69.5%-26.2pp |
| Annual return | 29.00% | 31.46%-2.5pp | 5156.27%-5127.3pp | 73.15%-44.2pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,134 | $5,051-38.0% | $6,247-49.8% | $3,332-5.9% |
| Admin fee / account holder | $722 | $5,421-86.7% | $9,244-92.2% | $4,645-84.5% |