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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 | $15,157 | $159,978-90.5% | $147,041-89.7% | $145,978-89.6% |
| Participation rate | 30.0% | 84.0%-54.0pp | 82.2%-52.2pp | 80.3%-50.3pp |
| Annual return | 20.65% | 98.36%-77.7pp | 419.21%-398.6pp | 550.52%-529.9pp |
| Employer contribution / active EE | $0 | $5,288-100.0% | $4,935-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,475 | $8,429-58.8% | $8,071-56.9% | $6,690-48.1% |
| Admin fee / account holder | $463 | $15,053-96.9% | $13,006-96.4% | $13,400-96.5% |