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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 | $12,891 | $165,939-92.2% | $122,354-89.5% | $147,586-91.3% |
| Participation rate | 57.1% | 79.6%-22.4pp | 71.6%-14.5pp | 82.8%-25.7pp |
| Annual return | 14.04% | 34.56%-20.5pp | 30.28%-16.2pp | 578.59%-564.6pp |
| Employer contribution / active EE | $0 | $5,754-100.0% | $4,051-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,062 | $4,005-48.5% | $3,287-37.3% | $5,439-62.1% |
| Admin fee / account holder | $8,421 | $7,425+13.4% | $5,479+53.7% | $10,886-22.6% |