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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 | $20,763 | $177,353-88.3% | $158,226-86.9% | $198,609-89.5% |
| Participation rate | 22.7% | 77.0%-54.3pp | 74.8%-52.1pp | 82.4%-59.7pp |
| Annual return | 31.24% | 599.50%-568.3pp | 501.41%-470.2pp | 202.70%-171.5pp |
| Employer contribution / active EE | $0 | $3,239-100.0% | $2,986-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $2,260 | $4,615-51.0% | $4,317-47.7% | $6,977-67.6% |
| Admin fee / account holder | $669 | $10,960-93.9% | $10,217-93.5% | $19,030-96.5% |