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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 | $13,318 | $107,941-87.7% | $91,994-85.5% | $152,897-91.3% |
| Participation rate | 50.0% | 81.2%-31.2pp | 78.6%-28.6pp | 82.5%-32.5pp |
| Annual return | 47.48% | 89.28%-41.8pp | 69.04%-21.6pp | 345.43%-298.0pp |
| Employer contribution / active EE | $0 | $4,212-100.0% | $3,453-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $7,522 | $6,366+18.2% | $5,924+27.0% | $5,851+28.6% |
| Admin fee / account holder | $3,343 | $10,521-68.2% | $7,744-56.8% | $11,599-71.2% |