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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 | $10,831 | $227,566-95.2% | $189,558-94.3% | $167,518-93.5% |
| Participation rate | 33.3% | 82.5%-49.2pp | 78.5%-45.1pp | 82.1%-48.8pp |
| Annual return | 13.67% | 78.43%-64.8pp | 64.19%-50.5pp | 478.71%-465.0pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,412-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $2,335 | $7,002-66.6% | $6,174-62.2% | $6,342-63.2% |
| Admin fee / account holder | $16,190 | $11,881+36.3% | $9,809+65.1% | $12,312+31.5% |