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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 | $12,959 | $150,447-91.4% | $136,298-90.5% | $147,586-91.2% |
| Participation rate | 55.6% | 84.4%-28.9pp | 81.9%-26.4pp | 82.8%-27.3pp |
| Annual return | 11.22% | 1049.15%-1037.9pp | 5156.27%-5145.0pp | 578.59%-567.4pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,527 | $6,631-61.9% | $6,247-59.5% | $5,439-53.5% |
| Admin fee / account holder | $977 | $10,906-91.0% | $9,244-89.4% | $10,886-91.0% |