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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 | $16,000 | $159,978-90.0% | $147,041-89.1% | $145,978-89.0% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 11.31% | 98.36%-87.1pp | 419.21%-407.9pp | 550.52%-539.2pp |
| Employer contribution / active EE | $0 | $5,288-100.0% | $4,935-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $9,923 | $8,429+17.7% | $8,071+22.9% | $6,690+48.3% |
| Admin fee / account holder | $36,697 | $15,053+143.8% | $13,006+182.2% | $13,400+173.9% |