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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 | $20,294 | $150,446-86.5% | $136,297-85.1% | $147,585-86.2% |
| Participation rate | 18.8% | 84.4%-65.7pp | 81.9%-63.2pp | 82.8%-64.1pp |
| Annual return | 17.44% | 1049.14%-1031.7pp | 5156.19%-5138.8pp | 578.58%-561.1pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $7,627 | $6,631+15.0% | $6,247+22.1% | $5,439+40.2% |
| Admin fee / account holder | $5,912 | $10,906-45.8% | $9,244-36.0% | $10,886-45.7% |