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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 | $11,958 | $213,785-94.4% | $185,441-93.6% | $155,188-92.3% |
| Participation rate | 33.3% | 83.2%-49.9pp | 80.3%-46.9pp | 80.8%-47.5pp |
| Annual return | 22.26% | 19.97%+2.3pp | 20.16%+2.1pp | 148.84%-126.6pp |
| Employer contribution / active EE | $0 | $5,393-100.0% | $4,672-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $4,978 | $6,864-27.5% | $6,152-19.1% | $6,531-23.8% |
| Admin fee / account holder | $1,446 | $21,134-93.2% | $17,890-91.9% | $14,480-90.0% |