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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 | $43,562 | $254,759-82.9% | $216,567-79.9% | $198,609-78.1% |
| Participation rate | 66.7% | 84.5%-17.9pp | 81.6%-15.0pp | 82.4%-15.7pp |
| Annual return | 18.90% | 10.04%+8.9pp | 12.94%+6.0pp | 202.70%-183.8pp |
| Employer contribution / active EE | $0 | $6,096-100.0% | $5,216-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $11,407 | $6,948+64.2% | $6,191+84.3% | $6,977+63.5% |
| Admin fee / account holder | $524 | $26,311-98.0% | $21,981-97.6% | $19,030-97.2% |