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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 | $10,134 | $175,231-94.2% | $149,696-93.2% | $139,466-92.7% |
| Participation rate | 27.3% | 83.4%-56.1pp | 78.8%-51.5pp | 80.3%-53.1pp |
| Annual return | 13.40% | 166.77%-153.4pp | 134.46%-121.1pp | 373.66%-360.3pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,113 | $6,521-67.6% | $5,682-62.8% | $6,712-68.5% |
| Admin fee / account holder | $1,372 | $16,155-91.5% | $13,212-89.6% | $11,409-88.0% |