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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 | $16,797 | $166,131-89.9% | $164,975-89.8% | $145,877-88.5% |
| Participation rate | 57.1% | 82.0%-24.9pp | 78.6%-21.5pp | 80.3%-23.2pp |
| Annual return | 25.72% | 100.37%-74.6pp | 70.12%-44.4pp | 551.28%-525.6pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $6,571 | $6,962-5.6% | $6,033+8.9% | $6,691-1.8% |
| Admin fee / account holder | $419 | $16,648-97.5% | $12,688-96.7% | $13,402-96.9% |