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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 | $1,435 | $152,592-99.1% | $125,180-98.9% | $152,885-99.1% |
| Participation rate | 50.0% | 83.3%-33.3pp | 79.8%-29.8pp | 82.5%-32.5pp |
| Annual return | 72.22% | 54.84%+17.4pp | 43.79%+28.4pp | 345.39%-273.2pp |
| Employer contribution / active EE | $0 | $4,947-100.0% | $3,866-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $5,486 | $5,868-6.5% | $4,937+11.1% | $5,851-6.2% |
| Admin fee / account holder | $5,935 | $13,435-55.8% | $9,703-38.8% | $11,598-48.8% |