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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 | $12,941 | $185,883-93.0% | $170,043-92.4% | $139,466-90.7% |
| Participation rate | 69.6% | 87.8%-18.2pp | 87.0%-17.4pp | 80.3%-10.8pp |
| Annual return | 39.74% | 60.54%-20.8pp | 53.40%-13.7pp | 373.66%-333.9pp |
| Employer contribution / active EE | $0 | $7,596-100.0% | $6,790-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $6,439 | $11,626-44.6% | $10,410-38.1% | $6,712-4.1% |
| Admin fee / account holder | $1,608 | $15,393-89.6% | $12,824-87.5% | $11,409-85.9% |