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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 | $8,062 | $217,427-96.3% | $185,837-95.7% | $167,518-95.2% |
| Participation rate | 57.1% | 86.0%-28.9pp | 81.7%-24.6pp | 82.1%-25.0pp |
| Annual return | 13.44% | 148.39%-135.0pp | 122.08%-108.6pp | 478.71%-465.3pp |
| Employer contribution / active EE | $0 | $5,874-100.0% | $5,168-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $2,493 | $6,357-60.8% | $5,568-55.2% | $6,342-60.7% |
| Admin fee / account holder | $52,281 | $19,816+163.8% | $16,241+221.9% | $12,312+324.6% |