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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 | $10,701 | $174,379-93.9% | $152,093-93.0% | $138,895-92.3% |
| Participation rate | 60.0% | 81.6%-21.6pp | 77.8%-17.8pp | 79.9%-19.9pp |
| Annual return | 361.00% | 74.86%+286.1pp | 66.36%+294.6pp | 145.39%+215.6pp |
| Employer contribution / active EE | $0 | $4,652-100.0% | $4,175-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,621 | $6,159-25.0% | $5,451-15.2% | $6,396-27.8% |
| Admin fee / account holder | $2,158 | $16,880-87.2% | $14,497-85.1% | $12,562-82.8% |