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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 | $20,281 | $150,447-86.5% | $136,298-85.1% | $147,586-86.3% |
| Participation rate | 63.6% | 84.4%-20.8pp | 81.9%-18.3pp | 82.8%-19.2pp |
| Annual return | 15.27% | 1049.15%-1033.9pp | 5156.27%-5141.0pp | 578.59%-563.3pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,606 | $6,631-60.7% | $6,247-58.3% | $5,439-52.1% |
| Admin fee / account holder | $3,019 | $10,906-72.3% | $9,244-67.3% | $10,886-72.3% |