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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 | $18,974 | $226,135-91.6% | $182,558-89.6% | $152,909-87.6% |
| Participation rate | 36.4% | 82.5%-46.1pp | 78.0%-41.6pp | 82.5%-46.1pp |
| Annual return | 22.29% | 192.60%-170.3pp | 148.59%-126.3pp | 345.46%-323.2pp |
| Employer contribution / active EE | $0 | $4,979-100.0% | $4,076-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,766 | $6,371-56.6% | $5,526-50.0% | $5,851-52.7% |
| Admin fee / account holder | $5,203 | $10,707-51.4% | $8,594-39.5% | $11,601-55.1% |