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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 | $4,385 | $100,203-95.6% | $85,240-94.9% | $145,897-97.0% |
| Participation rate | 46.2% | 74.1%-27.9pp | 67.5%-21.4pp | 80.3%-34.2pp |
| Annual return | 18.09% | 84.28%-66.2pp | 66.75%-48.7pp | 552.29%-534.2pp |
| Employer contribution / active EE | $0 | $3,242-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,318 | $5,299-37.4% | $4,527-26.7% | $6,689-50.4% |
| Admin fee / account holder | $6,971 | $7,265-4.1% | $6,165+13.1% | $13,390-47.9% |