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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 | $10,932 | $166,242-93.4% | $165,071-93.4% | $145,884-92.5% |
| Participation rate | 42.9% | 82.0%-39.2pp | 78.6%-35.8pp | 80.3%-37.4pp |
| Annual return | 9.75% | 100.44%-90.7pp | 70.17%-60.4pp | 551.85%-542.1pp |
| Employer contribution / active EE | $0 | $5,283-100.0% | $4,347-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,477 | $6,964-64.4% | $6,035-59.0% | $6,690-63.0% |
| Admin fee / account holder | $1,799 | $16,658-89.2% | $12,695-85.8% | $13,392-86.6% |