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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 | $154,228-91.4% | $145,433-90.9% | $137,256-90.4% |
| Participation rate | 44.4% | 83.8%-39.3pp | 82.1%-37.7pp | 80.0%-35.5pp |
| Annual return | 31.43% | 74.59%-43.2pp | 66.58%-35.1pp | 220.34%-188.9pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $8,224 | $8,216+0.1% | $7,897+4.1% | $6,407+28.4% |
| Admin fee / account holder | $12,620 | $14,344-12.0% | $13,129-3.9% | $12,270+2.8% |