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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 | $5,957 | $175,231-96.6% | $149,696-96.0% | $139,466-95.7% |
| Participation rate | 42.9% | 83.4%-40.5pp | 78.8%-35.9pp | 80.3%-37.5pp |
| Annual return | 15.93% | 166.77%-150.8pp | 134.46%-118.5pp | 373.66%-357.7pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,153 | $6,521-67.0% | $5,682-62.1% | $6,712-67.9% |
| Admin fee / account holder | $2,380 | $16,155-85.3% | $13,212-82.0% | $11,409-79.1% |