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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 | $5,583 | $96,388-94.2% | $80,627-93.1% | $139,466-96.0% |
| Participation rate | 66.7% | 73.6%-7.0pp | 67.0%-0.3pp | 80.3%-13.7pp |
| Annual return | 17.47% | 1352.08%-1334.6pp | 936.76%-919.3pp | 373.66%-356.2pp |
| Employer contribution / active EE | $0 | $3,260-100.0% | $2,723-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,617 | $5,224-49.9% | $4,443-41.1% | $6,712-61.0% |
| Admin fee / account holder | $704 | $6,603-89.3% | $5,381-86.9% | $11,409-93.8% |