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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 | $1,515 | $156,927-99.0% | $121,169-98.7% | $139,456-98.9% |
| Participation rate | 68.8% | 76.4%-7.7pp | 69.5%-0.8pp | 80.3%-11.6pp |
| Annual return | 25.30% | 1475.85%-1450.5pp | 986.71%-961.4pp | 373.45%-348.1pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,168-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $1,179 | $4,848-75.7% | $4,083-71.1% | $6,711-82.4% |
| Admin fee / account holder | $592 | $6,946-91.5% | $5,645-89.5% | $11,407-94.8% |