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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 | $155,555-100.0% | $146,866-100.0% | $155,188-100.0% |
| Participation rate | 42.9% | 84.0%-41.1pp | 82.5%-39.7pp | 80.8%-37.9pp |
| Annual return | 10.66% | 115.41%-104.8pp | 102.85%-92.2pp | 148.84%-138.2pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $10,335 | $8,044+28.5% | $7,759+33.2% | $6,531+58.2% |
| Admin fee / account holder | $519,489 | $14,755+3420.7% | $13,620+3714.2% | $14,480+3487.7% |