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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 | $20,116 | $157,276-87.2% | $141,177-85.8% | $152,885-86.8% |
| Participation rate | 53.3% | 84.8%-31.5pp | 82.5%-29.1pp | 82.5%-29.1pp |
| Annual return | 20.07% | 64.33%-44.3pp | 71.40%-51.3pp | 345.39%-325.3pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $6,061 | $7,110-14.8% | $6,710-9.7% | $5,851+3.6% |
| Admin fee / account holder | $8,701 | $12,123-28.2% | $10,263-15.2% | $11,598-25.0% |