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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 | $8,045 | $138,102-94.2% | $125,381-93.6% | $134,532-94.0% |
| Participation rate | 54.5% | 84.5%-30.0pp | 82.4%-27.8pp | 81.2%-26.7pp |
| Annual return | 15.22% | 750.73%-735.5pp | 572.31%-557.1pp | 418.27%-403.0pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,694 | $7,801-65.5% | $7,448-63.8% | $6,401-57.9% |
| Admin fee / account holder | $1,256 | $11,568-89.1% | $10,007-87.5% | $11,429-89.0% |