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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 | $12,974 | $157,304-91.8% | $141,197-90.8% | $152,909-91.5% |
| Participation rate | 33.3% | 84.8%-51.5pp | 82.5%-49.1pp | 82.5%-49.1pp |
| Annual return | 46.53% | 64.34%-17.8pp | 71.41%-24.9pp | 345.46%-298.9pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $5,521 | $7,111-22.4% | $6,710-17.7% | $5,851-5.6% |
| Admin fee / account holder | $658 | $12,126-94.6% | $10,265-93.6% | $11,601-94.3% |