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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 | $10,232 | $124,175-91.8% | $108,405-90.6% | $167,536-93.9% |
| Participation rate | 64.3% | 82.3%-18.0pp | 80.1%-15.9pp | 82.1%-17.8pp |
| Annual return | 16.17% | 1380.13%-1364.0pp | 905.55%-889.4pp | 478.82%-462.6pp |
| Employer contribution / active EE | $0 | $4,188-100.0% | $3,559-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $3,927 | $6,908-43.2% | $6,563-40.2% | $6,342-38.1% |
| Admin fee / account holder | $5,996 | $9,457-36.6% | $7,297-17.8% | $12,315-51.3% |