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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 | $17,207 | $150,447-88.6% | $136,298-87.4% | $147,586-88.3% |
| Participation rate | 10.0% | 84.4%-74.4pp | 81.9%-71.9pp | 82.8%-72.8pp |
| Annual return | 31.92% | 1049.15%-1017.2pp | 5156.27%-5124.3pp | 578.59%-546.7pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,728 | $6,631-58.9% | $6,247-56.3% | $5,439-49.8% |
| Admin fee / account holder | $16,159 | $10,906+48.2% | $9,244+74.8% | $10,886+48.4% |