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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 | $3,406 | $109,872-96.9% | $98,483-96.5% | $167,536-98.0% |
| Participation rate | 33.3% | 75.8%-42.5pp | 73.3%-40.0pp | 82.1%-48.8pp |
| Annual return | 22.17% | 1959.31%-1937.1pp | 1494.38%-1472.2pp | 478.82%-456.6pp |
| Employer contribution / active EE | $44 | $3,225-98.6% | $2,961-98.5% | $4,839-99.1% |
| Participant deferral / active EE | $4,868 | $4,673+4.2% | $4,276+13.8% | $6,342-23.2% |
| Admin fee / account holder | $45,092 | $6,757+567.3% | $5,953+657.5% | $12,315+266.2% |