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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 | $10,304 | $107,341-90.4% | $92,897-88.9% | $152,870-93.3% |
| Participation rate | 42.1% | 79.8%-37.7pp | 76.0%-33.9pp | 82.4%-40.3pp |
| Annual return | 21.71% | 145.59%-123.9pp | 109.42%-87.7pp | 345.34%-323.6pp |
| Employer contribution / active EE | $0 | $4,221-100.0% | $3,653-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,507 | $4,847-68.9% | $4,238-64.4% | $5,850-74.2% |
| Admin fee / account holder | $1,311 | $7,080-81.5% | $5,794-77.4% | $11,597-88.7% |