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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 | $3,716 | $73,421-94.9% | $66,439-94.4% | $155,188-97.6% |
| Participation rate | 50.0% | 79.7%-29.7pp | 74.5%-24.5pp | 80.8%-30.8pp |
| Annual return | 9.33% | 1382.37%-1373.0pp | 757.66%-748.3pp | 148.84%-139.5pp |
| Employer contribution / active EE | $0 | $3,039-100.0% | $2,637-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $4,117 | $4,680-12.0% | $3,876+6.2% | $6,531-37.0% |
| Admin fee / account holder | $1,976 | $8,856-77.7% | $6,173-68.0% | $14,480-86.4% |