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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 | $2,795 | $156,963-98.2% | $121,204-97.7% | $139,466-98.0% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.5%-19.5pp | 80.3%-30.3pp |
| Annual return | 25.09% | 1476.75%-1451.7pp | 987.18%-962.1pp | 373.66%-348.6pp |
| Employer contribution / active EE | $0 | $5,544-100.0% | $4,170-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,336 | $4,848-51.8% | $4,083-42.8% | $6,712-65.2% |
| Admin fee / account holder | $1,095 | $6,953-84.3% | $5,651-80.6% | $11,409-90.4% |