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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 | $8,941 | $104,937-91.5% | $84,628-89.4% | $152,897-94.2% |
| Participation rate | 44.4% | 74.8%-30.4pp | 68.2%-23.8pp | 82.5%-38.0pp |
| Annual return | 18.89% | 373.88%-355.0pp | 258.80%-239.9pp | 345.43%-326.5pp |
| Employer contribution / active EE | $0 | $3,303-100.0% | $2,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $6,720 | $4,690+43.3% | $3,900+72.3% | $5,851+14.8% |
| Admin fee / account holder | $1,277 | $6,243-79.5% | $4,914-74.0% | $11,599-89.0% |