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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 | $18,292 | $142,354-87.2% | $125,529-85.4% | $155,188-88.2% |
| Participation rate | 39.1% | 78.1%-38.9pp | 74.7%-35.6pp | 80.8%-41.7pp |
| Annual return | 12.68% | 306.06%-293.4pp | 202.56%-189.9pp | 148.84%-136.2pp |
| Employer contribution / active EE | $0 | $3,501-100.0% | $3,058-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $1,670 | $5,491-69.6% | $4,813-65.3% | $6,531-74.4% |
| Admin fee / account holder | $1,480 | $19,392-92.4% | $16,298-90.9% | $14,480-89.8% |