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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 | $3,030 | $111,878-97.3% | $93,727-96.8% | $145,897-97.9% |
| Participation rate | 62.5% | 74.2%-11.7pp | 68.7%-6.2pp | 80.3%-17.8pp |
| Annual return | 19.97% | 204.28%-184.3pp | 133.83%-113.9pp | 552.29%-532.3pp |
| Employer contribution / active EE | $0 | $3,092-100.0% | $2,421-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,173 | $4,920-35.5% | $4,417-28.2% | $6,689-52.6% |
| Admin fee / account holder | $613 | $10,256-94.0% | $8,292-92.6% | $13,390-95.4% |