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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 | $22,614 | $85,766-73.6% | $136,298-83.4% | $70,126-67.8% |
| Participation rate | 66.7% | 74.2%-7.5pp | 81.9%-15.3pp | 69.5%-2.9pp |
| Annual return | 30.46% | 31.46%-1.0pp | 5156.27%-5125.8pp | 73.15%-42.7pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $5,488 | $5,051+8.6% | $6,247-12.2% | $3,332+64.7% |
| Admin fee / account holder | $967 | $5,421-82.2% | $9,244-89.5% | $4,645-79.2% |