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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 | $16,006 | $150,447-89.4% | $136,298-88.3% | $147,586-89.2% |
| Participation rate | 47.1% | 84.4%-37.4pp | 81.9%-34.9pp | 82.8%-35.8pp |
| Annual return | 37.72% | 1049.15%-1011.4pp | 5156.27%-5118.6pp | 578.59%-540.9pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,463 | $6,631-47.8% | $6,247-44.6% | $5,439-36.3% |
| Admin fee / account holder | $328 | $10,906-97.0% | $9,244-96.5% | $10,886-97.0% |