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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 | $11,168 | $196,972-94.3% | $182,262-93.9% | $198,609-94.4% |
| Participation rate | 58.3% | 85.7%-27.4pp | 84.2%-25.9pp | 82.4%-24.0pp |
| Annual return | 17.14% | 158.27%-141.1pp | 140.60%-123.5pp | 202.70%-185.6pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $3,820 | $8,643-55.8% | $8,276-53.8% | $6,977-45.2% |
| Admin fee / account holder | $2,430 | $18,429-86.8% | $16,712-85.5% | $19,030-87.2% |