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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 | $10,038 | $150,447-93.3% | $136,298-92.6% | $147,586-93.2% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 22.57% | 1049.15%-1026.6pp | 5156.27%-5133.7pp | 578.59%-556.0pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,928 | $6,631-40.8% | $6,247-37.1% | $5,439-27.8% |
| Admin fee / account holder | $1,564 | $10,906-85.7% | $9,244-83.1% | $10,886-85.6% |