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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 | $6,130 | $96,123-93.6% | $77,361-92.1% | $198,609-96.9% |
| Participation rate | 37.5% | 81.1%-43.6pp | 75.0%-37.5pp | 82.4%-44.9pp |
| Annual return | 8.89% | 2054.81%-2045.9pp | 1011.54%-1002.6pp | 202.70%-193.8pp |
| Employer contribution / active EE | $0 | $3,791-100.0% | $2,990-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $2,272 | $4,975-54.3% | $3,911-41.9% | $6,977-67.4% |
| Admin fee / account holder | $2,845 | $9,471-70.0% | $5,894-51.7% | $19,030-85.1% |