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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 | $6,961 | $104,544-93.3% | $76,657-90.9% | $152,897-95.4% |
| Participation rate | 68.2% | 76.6%-8.4pp | 72.1%-3.9pp | 82.5%-14.3pp |
| Annual return | 34.79% | 1014.36%-979.6pp | 1166.74%-1131.9pp | 345.43%-310.6pp |
| Employer contribution / active EE | $0 | $3,118-100.0% | $2,303-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,410 | $4,236-19.5% | $3,335+2.2% | $5,851-41.7% |
| Admin fee / account holder | $467 | $12,286-96.2% | $6,423-92.7% | $11,599-96.0% |