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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 | $13,541 | $232,540-94.2% | $185,117-92.7% | $147,586-90.8% |
| Participation rate | 54.5% | 82.4%-27.8pp | 77.3%-22.7pp | 82.8%-28.3pp |
| Annual return | 21.55% | 43.03%-21.5pp | 40.50%-19.0pp | 578.59%-557.0pp |
| Employer contribution / active EE | $0 | $5,195-100.0% | $4,182-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,270 | $5,834-26.8% | $5,045-15.4% | $5,439-21.5% |
| Admin fee / account holder | $472 | $10,275-95.4% | $8,159-94.2% | $10,886-95.7% |