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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 | $19,671 | $226,135-91.3% | $182,558-89.2% | $152,909-87.1% |
| Participation rate | 37.5% | 82.5%-45.0pp | 78.0%-40.5pp | 82.5%-45.0pp |
| Annual return | 14.91% | 192.60%-177.7pp | 148.59%-133.7pp | 345.46%-330.6pp |
| Employer contribution / active EE | $0 | $4,979-100.0% | $4,076-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,965 | $6,371-69.2% | $5,526-64.4% | $5,851-66.4% |
| Admin fee / account holder | $5,921 | $10,707-44.7% | $8,594-31.1% | $11,601-49.0% |