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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 | $10,917 | $124,324-91.2% | $111,303-90.2% | $167,497-93.5% |
| Participation rate | 31.6% | 79.6%-48.0pp | 77.3%-45.7pp | 82.1%-50.5pp |
| Annual return | 18.74% | 37.44%-18.7pp | 54.66%-35.9pp | 478.62%-459.9pp |
| Employer contribution / active EE | $0 | $3,436-100.0% | $2,731-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $1,945 | $5,181-62.5% | $4,488-56.7% | $6,341-69.3% |
| Admin fee / account holder | $1,209 | $10,620-88.6% | $7,965-84.8% | $12,310-90.2% |