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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 | $19,469 | $105,200-81.5% | $159,474-87.8% | $85,847-77.3% |
| Participation rate | 64.3% | 75.8%-11.5pp | 82.8%-18.5pp | 69.3%-5.0pp |
| Annual return | 19.08% | 45.08%-26.0pp | 263.68%-244.6pp | 318.61%-299.5pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,010 | $5,946-32.6% | $7,353-45.5% | $3,952+1.5% |
| Admin fee / account holder | $2,717 | $6,934-60.8% | $10,802-74.8% | $6,261-56.6% |