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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 | $1,105 | $114,073-99.0% | $96,161-98.9% | $167,518-99.3% |
| Participation rate | 63.6% | 75.1%-11.4pp | 68.4%-4.8pp | 82.1%-18.5pp |
| Annual return | 38.12% | 189.95%-151.8pp | 192.01%-153.9pp | 478.71%-440.6pp |
| Employer contribution / active EE | $0 | $3,428-100.0% | $2,798-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $1,398 | $5,195-73.1% | $4,349-67.9% | $6,342-78.0% |
| Admin fee / account holder | $336 | $6,899-95.1% | $5,538-93.9% | $12,312-97.3% |