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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 | $838 | $100,895-99.2% | $90,430-99.1% | $158,950-99.5% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.7%-6.0pp | 82.0%-15.3pp |
| Annual return | 16.29% | 1725.54%-1709.3pp | 1293.73%-1277.4pp | 302.91%-286.6pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $6,715 | $4,347+54.5% | $3,963+69.5% | $5,983+12.2% |
| Admin fee / account holder | $4,695 | $6,505-27.8% | $5,613-16.4% | $11,248-58.3% |