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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 | $16,376 | $183,539-91.1% | $155,556-89.5% | $145,897-88.8% |
| Participation rate | 33.3% | 82.7%-49.4pp | 78.2%-44.9pp | 80.3%-47.0pp |
| Annual return | 29.75% | 61.31%-31.6pp | 64.84%-35.1pp | 552.29%-522.5pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $12,358 | $6,467+91.1% | $5,631+119.5% | $6,689+84.7% |
| Admin fee / account holder | $173,551 | $19,275+800.4% | $15,885+992.5% | $13,390+1196.1% |