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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 | $9,399 | $104,937-91.0% | $84,628-88.9% | $152,897-93.9% |
| Participation rate | 68.2% | 74.8%-6.6pp | 68.2%-0.1pp | 82.5%-14.3pp |
| Annual return | 117.75% | 373.88%-256.1pp | 258.80%-141.0pp | 345.43%-227.7pp |
| Employer contribution / active EE | $0 | $3,303-100.0% | $2,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,446 | $4,690-5.2% | $3,900+14.0% | $5,851-24.0% |
| Admin fee / account holder | $812 | $6,243-87.0% | $4,914-83.5% | $11,599-93.0% |