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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 | $2,202 | $156,927-98.6% | $121,169-98.2% | $139,456-98.4% |
| Participation rate | 29.4% | 76.4%-47.0pp | 69.5%-40.1pp | 80.3%-50.9pp |
| Annual return | 13.71% | 1475.85%-1462.1pp | 986.71%-973.0pp | 373.45%-359.7pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,168-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $649 | $4,848-86.6% | $4,083-84.1% | $6,711-90.3% |
| Admin fee / account holder | $1,113 | $6,946-84.0% | $5,645-80.3% | $11,407-90.2% |