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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 | $10,669 | $118,875-91.0% | $96,572-89.0% | $167,553-93.6% |
| Participation rate | 20.0% | 75.5%-55.5pp | 69.8%-49.8pp | 82.1%-62.1pp |
| Annual return | 13.16% | 50.50%-37.3pp | 37.79%-24.6pp | 478.89%-465.7pp |
| Employer contribution / active EE | $0 | $3,121-100.0% | $2,357-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $1,240 | $4,617-73.1% | $3,850-67.8% | $6,343-80.4% |
| Admin fee / account holder | $2,135 | $8,070-73.5% | $6,183-65.5% | $12,316-82.7% |