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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 | $11,501 | $111,878-89.7% | $93,727-87.7% | $145,897-92.1% |
| Participation rate | 65.0% | 74.2%-9.2pp | 68.7%-3.7pp | 80.3%-15.3pp |
| Annual return | 30.71% | 204.28%-173.6pp | 133.83%-103.1pp | 552.29%-521.6pp |
| Employer contribution / active EE | $0 | $3,092-100.0% | $2,421-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,040 | $4,920-38.2% | $4,417-31.2% | $6,689-54.6% |
| Admin fee / account holder | $2,240 | $10,256-78.2% | $8,292-73.0% | $13,390-83.3% |