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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 | $11,601 | $134,817-91.4% | $123,973-90.6% | $155,188-92.5% |
| Participation rate | 16.7% | 79.4%-62.7pp | 76.7%-60.0pp | 80.8%-64.1pp |
| Annual return | 10.09% | 515.49%-505.4pp | 388.13%-378.0pp | 148.84%-138.7pp |
| Employer contribution / active EE | $173 | $4,425-96.1% | $4,126-95.8% | $4,248-95.9% |
| Participant deferral / active EE | $0 | $5,706-100.0% | $5,247-100.0% | $6,531-100.0% |
| Admin fee / account holder | $7,972 | $13,245-39.8% | $11,799-32.4% | $14,480-44.9% |