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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 | $139,948-86.9% | $121,663-85.0% | $154,746-88.2% |
| Participation rate | 39.1% | 78.0%-38.9pp | 74.5%-35.4pp | 80.7%-41.6pp |
| Annual return | 12.68% | 230.52%-217.8pp | 147.54%-134.9pp | 172.34%-159.7pp |
| Employer contribution / active EE | $0 | $3,521-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $1,670 | $5,629-70.3% | $4,887-65.8% | $6,730-75.2% |
| Admin fee / account holder | $1,480 | $17,321-91.5% | $14,289-89.6% | $14,365-89.7% |