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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 | $36,828 | $275,752-86.6% | $256,809-85.7% | $198,609-81.5% |
| Participation rate | 42.9% | 89.2%-46.3pp | 88.5%-45.7pp | 82.4%-39.5pp |
| Annual return | 7.41% | 34.81%-27.4pp | 32.73%-25.3pp | 202.70%-195.3pp |
| Employer contribution / active EE | $0 | $7,721-100.0% | $7,263-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $5,117 | $10,037-49.0% | $9,520-46.3% | $6,977-26.7% |
| Admin fee / account holder | $11,758 | $25,716-54.3% | $25,146-53.2% | $19,030-38.2% |