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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 | $3,575 | $209,336-98.3% | $197,124-98.2% | $137,256-97.4% |
| Participation rate | 60.0% | 87.3%-27.3pp | 86.7%-26.7pp | 80.0%-20.0pp |
| Annual return | 98.25% | 48.09%+50.2pp | 44.34%+53.9pp | 220.34%-122.1pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,490 | $9,614-63.7% | $9,135-61.8% | $6,407-45.5% |
| Admin fee / account holder | $3,278 | $17,308-81.1% | $16,298-79.9% | $12,270-73.3% |