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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 | $3,368 | $162,529-97.9% | $130,788-97.4% | $154,746-97.8% |
| Participation rate | 40.0% | 75.9%-35.9pp | 70.1%-30.1pp | 80.7%-40.7pp |
| Annual return | 43.40% | 510.48%-467.1pp | 386.44%-343.0pp | 172.34%-128.9pp |
| Employer contribution / active EE | $0 | $4,447-100.0% | $3,558-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $905 | $4,808-81.2% | $4,137-78.1% | $6,730-86.6% |
| Admin fee / account holder | $505 | $7,669-93.4% | $6,673-92.4% | $14,365-96.5% |