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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 | $10,005 | $102,663-90.3% | $86,216-88.4% | $139,466-92.8% |
| Participation rate | 42.9% | 74.5%-31.6pp | 69.0%-26.1pp | 80.3%-37.5pp |
| Annual return | 23.08% | 1924.52%-1901.4pp | 1169.42%-1146.3pp | 373.66%-350.6pp |
| Employer contribution / active EE | $0 | $3,035-100.0% | $2,382-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,909 | $4,677-37.8% | $3,986-27.0% | $6,712-56.7% |
| Admin fee / account holder | $1,991 | $8,663-77.0% | $6,853-70.9% | $11,409-82.5% |