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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 | $8,812 | $60,119-85.3% | $90,430-90.3% | $79,858-89.0% |
| Participation rate | 28.1% | 65.0%-36.9pp | 72.7%-44.6pp | 69.6%-41.5pp |
| Annual return | 13.31% | 71.94%-58.6pp | 1293.73%-1280.4pp | 31.72%-18.4pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $944 | $2,938-67.9% | $3,963-76.2% | $3,740-74.8% |
| Admin fee / account holder | $3,024 | $3,976-23.9% | $5,613-46.1% | $5,306-43.0% |