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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 | $15,523 | $176,105-91.2% | $159,474-90.3% | $167,536-90.7% |
| Participation rate | 35.7% | 85.0%-49.2pp | 82.8%-47.1pp | 82.1%-46.4pp |
| Annual return | 17.27% | 331.91%-314.6pp | 263.68%-246.4pp | 478.82%-461.5pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $3,099 | $7,751-60.0% | $7,353-57.9% | $6,342-51.1% |
| Admin fee / account holder | $8,536 | $12,559-32.0% | $10,802-21.0% | $12,315-30.7% |