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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 | $10,635 | $121,701-91.3% | $104,639-89.8% | $158,982-93.3% |
| Participation rate | 12.5% | 77.5%-65.0pp | 74.1%-61.6pp | 82.0%-69.5pp |
| Annual return | 220.16% | 465.72%-245.6pp | 340.67%-120.5pp | 302.99%-82.8pp |
| Employer contribution / active EE | $0 | $3,165-100.0% | $2,682-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,215 | $4,176-70.9% | $3,738-67.5% | $5,983-79.7% |
| Admin fee / account holder | $1,589 | $7,778-79.6% | $6,465-75.4% | $11,252-85.9% |