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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 | $7,129 | $70,587-89.9% | $124,693-94.3% | $85,856-91.7% |
| Participation rate | 55.4% | 64.4%-9.0pp | 74.6%-19.2pp | 69.3%-13.9pp |
| Annual return | 37.15% | 20688.83%-20651.7pp | 5144.19%-5107.0pp | 318.58%-281.4pp |
| Employer contribution / active EE | $0 | $1,913-100.0% | $3,324-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,146 | $2,969+6.0% | $4,615-31.8% | $3,952-20.4% |
| Admin fee / account holder | $561 | $5,282-89.4% | $7,494-92.5% | $6,261-91.0% |