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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 | $11,147 | $150,446-92.6% | $136,297-91.8% | $147,585-92.4% |
| Participation rate | 61.5% | 84.4%-22.9pp | 81.9%-20.4pp | 82.8%-21.3pp |
| Annual return | 26.03% | 1049.14%-1023.1pp | 5156.19%-5130.2pp | 578.58%-552.6pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,420 | $6,631-33.3% | $6,247-29.3% | $5,439-18.7% |
| Admin fee / account holder | $2,731 | $10,906-75.0% | $9,244-70.5% | $10,886-74.9% |