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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 | $14,796 | $232,540-93.6% | $185,117-92.0% | $147,586-90.0% |
| Participation rate | 57.1% | 82.4%-25.2pp | 77.3%-20.1pp | 82.8%-25.7pp |
| Annual return | 24.01% | 43.03%-19.0pp | 40.50%-16.5pp | 578.59%-554.6pp |
| Employer contribution / active EE | $0 | $5,195-100.0% | $4,182-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $6,572 | $5,834+12.6% | $5,045+30.3% | $5,439+20.8% |
| Admin fee / account holder | $1,780 | $10,275-82.7% | $8,159-78.2% | $10,886-83.6% |