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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 | $7,384 | $106,008-93.0% | $92,240-92.0% | $147,586-95.0% |
| Participation rate | 33.3% | 80.4%-47.1pp | 76.5%-43.1pp | 82.8%-49.5pp |
| Annual return | 39.42% | 50.05%-10.6pp | 176.29%-136.9pp | 578.59%-539.2pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,680-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,705 | $4,478-39.6% | $3,897-30.6% | $5,439-50.3% |
| Admin fee / account holder | $1,085 | $6,333-82.9% | $5,194-79.1% | $10,886-90.0% |