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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 | $17,444 | $201,264-91.3% | $184,185-90.5% | $145,978-88.1% |
| Participation rate | 69.2% | 87.5%-18.3pp | 86.8%-17.6pp | 80.3%-11.1pp |
| Annual return | 14.18% | 29.00%-14.8pp | 28.81%-14.6pp | 550.52%-536.3pp |
| Employer contribution / active EE | $0 | $7,021-100.0% | $6,426-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,527 | $9,806-53.8% | $9,132-50.4% | $6,690-32.3% |
| Admin fee / account holder | $390 | $16,376-97.6% | $13,909-97.2% | $13,400-97.1% |