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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 | $9,995 | $176,071-94.3% | $159,450-93.7% | $167,497-94.0% |
| Participation rate | 50.0% | 84.9%-34.9pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 12.18% | 331.79%-319.6pp | 263.60%-251.4pp | 478.62%-466.4pp |
| Employer contribution / active EE | $0 | $5,298-100.0% | $4,830-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $2,647 | $7,750-65.9% | $7,352-64.0% | $6,341-58.3% |
| Admin fee / account holder | $1,841 | $12,555-85.3% | $10,800-83.0% | $12,310-85.0% |