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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 | $10,233 | $96,123-89.4% | $77,361-86.8% | $198,609-94.8% |
| Participation rate | 50.0% | 81.1%-31.1pp | 75.0%-25.0pp | 82.4%-32.4pp |
| Annual return | 18.81% | 2054.81%-2036.0pp | 1011.54%-992.7pp | 202.70%-183.9pp |
| Employer contribution / active EE | $0 | $3,791-100.0% | $2,990-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $1,703 | $4,975-65.8% | $3,911-56.5% | $6,977-75.6% |
| Admin fee / account holder | $370 | $9,471-96.1% | $5,894-93.7% | $19,030-98.1% |