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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 | $7,119 | $165,381-95.7% | $149,730-95.2% | $158,966-95.5% |
| Participation rate | 58.3% | 84.6%-26.2pp | 82.5%-24.1pp | 82.0%-23.6pp |
| Annual return | 2161.02% | 348.29%+1812.7pp | 276.70%+1884.3pp | 302.95%+1858.1pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,221 | $7,182-41.2% | $6,843-38.3% | $5,983-29.5% |
| Admin fee / account holder | $359 | $10,809-96.7% | $9,310-96.1% | $11,250-96.8% |