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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 | $17,623 | $118,708-85.2% | $98,920-82.2% | $158,982-88.9% |
| Participation rate | 53.3% | 77.8%-24.5pp | 76.0%-22.7pp | 82.0%-28.6pp |
| Annual return | 31.50% | 372.49%-341.0pp | 196.47%-165.0pp | 302.99%-271.5pp |
| Employer contribution / active EE | $0 | $3,334-100.0% | $2,689-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,520 | $5,089-30.8% | $4,245-17.1% | $5,983-41.2% |
| Admin fee / account holder | $411 | $10,134-95.9% | $6,643-93.8% | $11,252-96.3% |