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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 | $7,678 | $49,891-84.6% | $80,607-90.5% | $75,181-89.8% |
| Participation rate | 11.4% | 55.3%-44.0pp | 67.0%-55.6pp | 67.2%-55.8pp |
| Annual return | 80.19% | 34.67%+45.5pp | 936.11%-855.9pp | 160.69%-80.5pp |
| Employer contribution / active EE | $0 | $1,698-100.0% | $2,724-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $938 | $2,991-68.6% | $4,448-78.9% | $4,126-77.3% |
| Admin fee / account holder | $1,183 | $3,578-66.9% | $5,379-78.0% | $5,650-79.1% |