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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 | $20,998 | $209,874-90.0% | $189,537-88.9% | $167,536-87.5% |
| Participation rate | 33.3% | 88.7%-55.3pp | 87.8%-54.5pp | 82.1%-48.8pp |
| Annual return | 17.00% | 748.61%-731.6pp | 555.34%-538.3pp | 478.82%-461.8pp |
| Employer contribution / active EE | $0 | $6,913-100.0% | $6,161-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $4,176 | $8,934-53.3% | $8,220-49.2% | $6,342-34.2% |
| Admin fee / account holder | $4,740 | $14,299-66.9% | $12,048-60.7% | $12,315-61.5% |