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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 | $14,427 | $150,447-90.4% | $136,298-89.4% | $147,586-90.2% |
| Participation rate | 58.3% | 84.4%-26.1pp | 81.9%-23.6pp | 82.8%-24.5pp |
| Annual return | 25.66% | 1049.15%-1023.5pp | 5156.27%-5130.6pp | 578.59%-552.9pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $8,329 | $6,631+25.6% | $6,247+33.3% | $5,439+53.1% |
| Admin fee / account holder | $3,793 | $10,906-65.2% | $9,244-59.0% | $10,886-65.2% |