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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 | $10,373 | $107,944-90.4% | $91,994-88.7% | $152,885-93.2% |
| Participation rate | 50.0% | 81.2%-31.2pp | 78.6%-28.6pp | 82.5%-32.5pp |
| Annual return | 32.91% | 89.26%-56.3pp | 69.03%-36.1pp | 345.39%-312.5pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,452-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,743 | $6,365-41.2% | $5,923-36.8% | $5,851-36.0% |
| Admin fee / account holder | $4,144 | $10,521-60.6% | $7,743-46.5% | $11,598-64.3% |