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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 | $21,960 | $228,352-90.4% | $185,827-88.2% | $158,950-86.2% |
| Participation rate | 30.0% | 82.3%-52.3pp | 78.0%-48.0pp | 82.0%-52.0pp |
| Annual return | 10.05% | 40.81%-30.8pp | 35.96%-25.9pp | 302.91%-292.9pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,087-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,289 | $6,416-33.2% | $5,633-23.9% | $5,983-28.3% |
| Admin fee / account holder | $7,581 | $11,867-36.1% | $9,502-20.2% | $11,248-32.6% |