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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 | $13,226 | $162,136-91.8% | $152,301-91.3% | $154,746-91.5% |
| Participation rate | 44.4% | 84.1%-39.7pp | 82.4%-38.0pp | 80.7%-36.3pp |
| Annual return | 31.43% | 91.02%-59.6pp | 80.50%-49.1pp | 172.34%-140.9pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $8,224 | $8,341-1.4% | $8,004+2.8% | $6,730+22.2% |
| Admin fee / account holder | $12,620 | $15,759-19.9% | $14,398-12.3% | $14,365-12.2% |