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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 | $16,420 | $202,342-91.9% | $172,753-90.5% | $152,909-89.3% |
| Participation rate | 13.6% | 87.1%-73.4pp | 82.6%-69.0pp | 82.5%-68.8pp |
| Annual return | 14.29% | 1029.88%-1015.6pp | 803.00%-788.7pp | 345.46%-331.2pp |
| Employer contribution / active EE | $54 | $5,857-99.1% | $5,144-98.9% | $4,764-98.9% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $11,561 | $17,112-32.4% | $13,956-17.2% | $11,601-0.3% |