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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 | $11,582 | $198,457-94.2% | $170,435-93.2% | $147,586-92.2% |
| Participation rate | 37.5% | 88.0%-50.5pp | 83.6%-46.1pp | 82.8%-45.3pp |
| Annual return | 17.38% | 257.30%-239.9pp | 205.94%-188.6pp | 578.59%-561.2pp |
| Employer contribution / active EE | $0 | $6,183-100.0% | $5,432-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,406 | $5,629-57.3% | $4,939-51.3% | $5,439-55.8% |
| Admin fee / account holder | $1,988 | $16,852-88.2% | $13,881-85.7% | $10,886-81.7% |