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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 | $107,368-90.4% | $92,915-88.9% | $152,909-93.3% |
| Participation rate | 42.1% | 79.8%-37.7pp | 76.0%-33.9pp | 82.5%-40.4pp |
| Annual return | 21.71% | 145.64%-123.9pp | 109.45%-87.7pp | 345.46%-323.8pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,507 | $4,848-68.9% | $4,238-64.5% | $5,851-74.3% |
| Admin fee / account holder | $1,311 | $7,082-81.5% | $5,796-77.4% | $11,601-88.7% |