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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 | $13,002 | $176,688-92.6% | $130,660-90.0% | $152,897-91.5% |
| Participation rate | 27.8% | 79.0%-51.2pp | 71.7%-44.0pp | 82.5%-54.7pp |
| Annual return | 26.22% | 2693.08%-2666.9pp | 1709.29%-1683.1pp | 345.43%-319.2pp |
| Employer contribution / active EE | $0 | $5,743-100.0% | $4,092-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $873 | $4,362-80.0% | $3,603-75.8% | $5,851-85.1% |
| Admin fee / account holder | $337 | $7,131-95.3% | $5,463-93.8% | $11,599-97.1% |