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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 | $5,802 | $100,895-94.2% | $90,430-93.6% | $158,950-96.3% |
| Participation rate | 12.5% | 75.0%-62.5pp | 72.7%-60.2pp | 82.0%-69.5pp |
| Annual return | 26.08% | 1725.54%-1699.5pp | 1293.73%-1267.6pp | 302.91%-276.8pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,415 | $4,347-44.4% | $3,963-39.0% | $5,983-59.6% |
| Admin fee / account holder | $13,409 | $6,505+106.1% | $5,613+138.9% | $11,248+19.2% |