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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 | $10,264 | $121,656-91.6% | $104,614-90.2% | $158,950-93.5% |
| Participation rate | 60.0% | 77.5%-17.5pp | 74.1%-14.1pp | 82.0%-22.0pp |
| Annual return | 20.74% | 465.51%-444.8pp | 340.56%-319.8pp | 302.91%-282.2pp |
| Employer contribution / active EE | $0 | $3,164-100.0% | $2,681-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $6,902 | $4,177+65.2% | $3,739+84.6% | $5,983+15.4% |
| Admin fee / account holder | $8,420 | $7,775+8.3% | $6,464+30.3% | $11,248-25.1% |