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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 | $15,920 | $226,105-93.0% | $182,540-91.3% | $152,897-89.6% |
| Participation rate | 57.1% | 82.5%-25.3pp | 78.0%-20.8pp | 82.5%-25.3pp |
| Annual return | 15.07% | 192.58%-177.5pp | 148.58%-133.5pp | 345.43%-330.4pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,076-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,254 | $6,370-64.6% | $5,525-59.2% | $5,851-61.5% |
| Admin fee / account holder | $622 | $10,706-94.2% | $8,593-92.8% | $11,599-94.6% |