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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 | $4,388 | $72,446-93.9% | $67,561-93.5% | $145,877-97.0% |
| Participation rate | 33.3% | 76.9%-43.5pp | 72.9%-39.6pp | 80.3%-47.0pp |
| Annual return | 22.43% | 7211.98%-7189.6pp | 3525.44%-3503.0pp | 551.28%-528.9pp |
| Employer contribution / active EE | $0 | $3,072-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,711 | $4,785-64.2% | $4,003-57.2% | $6,691-74.4% |
| Admin fee / account holder | $1,898 | $5,541-65.7% | $4,006-52.6% | $13,402-85.8% |