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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 | $10,762 | $134,817-92.0% | $123,973-91.3% | $155,188-93.1% |
| Participation rate | 37.5% | 79.4%-41.9pp | 76.7%-39.2pp | 80.8%-43.3pp |
| Annual return | 21.43% | 515.49%-494.1pp | 388.13%-366.7pp | 148.84%-127.4pp |
| Employer contribution / active EE | $0 | $4,425-100.0% | $4,126-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,893 | $5,706-66.8% | $5,247-63.9% | $6,531-71.0% |
| Admin fee / account holder | $1,178 | $13,245-91.1% | $11,799-90.0% | $14,480-91.9% |