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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 | $12,247 | $176,077-93.0% | $159,455-92.3% | $167,518-92.7% |
| Participation rate | 60.0% | 84.9%-24.9pp | 82.8%-22.8pp | 82.1%-22.1pp |
| Annual return | 22.51% | 331.83%-309.3pp | 263.63%-241.1pp | 478.71%-456.2pp |
| Employer contribution / active EE | $0 | $5,298-100.0% | $4,830-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $4,140 | $7,751-46.6% | $7,353-43.7% | $6,342-34.7% |
| Admin fee / account holder | $2,629 | $12,556-79.1% | $10,800-75.7% | $12,312-78.6% |