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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 | $17,338 | $165,361-89.5% | $149,715-88.4% | $158,950-89.1% |
| Participation rate | 26.7% | 84.6%-57.9pp | 82.5%-55.8pp | 82.0%-55.3pp |
| Annual return | 74.25% | 348.24%-274.0pp | 276.66%-202.4pp | 302.91%-228.7pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,729 | $7,182-48.1% | $6,842-45.5% | $5,983-37.7% |
| Admin fee / account holder | $361 | $10,808-96.7% | $9,310-96.1% | $11,248-96.8% |