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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 | $16,540 | $126,519-86.9% | $106,201-84.4% | $145,959-88.7% |
| Participation rate | 56.3% | 77.7%-21.4pp | 75.3%-19.0pp | 80.3%-24.0pp |
| Annual return | 9.20% | 225.10%-215.9pp | 116.26%-107.1pp | 561.95%-552.8pp |
| Employer contribution / active EE | $0 | $3,726-100.0% | $3,170-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $2,915 | $5,716-49.0% | $5,012-41.8% | $6,689-56.4% |
| Admin fee / account holder | $3,038 | $17,312-82.5% | $11,039-72.5% | $13,398-77.3% |