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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 | $10,425 | $234,190-95.5% | $180,320-94.2% | $198,609-94.8% |
| Participation rate | 54.5% | 77.1%-22.6pp | 71.5%-17.0pp | 82.4%-27.8pp |
| Annual return | 22.00% | 1057.44%-1035.4pp | 778.54%-756.5pp | 202.70%-180.7pp |
| Employer contribution / active EE | $0 | $5,258-100.0% | $4,108-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $1,350 | $4,988-72.9% | $4,304-68.6% | $6,977-80.7% |
| Admin fee / account holder | $723 | $12,558-94.2% | $10,000-92.8% | $19,030-96.2% |