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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 | $14,449 | $178,174-91.9% | $156,181-90.7% | $137,256-89.5% |
| Participation rate | 55.0% | 82.0%-27.0pp | 78.8%-23.8pp | 80.0%-25.0pp |
| Annual return | 16.71% | 84.19%-67.5pp | 64.87%-48.2pp | 220.34%-203.6pp |
| Employer contribution / active EE | $777 | $4,972-84.4% | $4,294-81.9% | $4,156-81.3% |
| Participant deferral / active EE | $0 | $6,888-100.0% | $6,132-100.0% | $6,407-100.0% |
| Admin fee / account holder | $6,899 | $17,404-60.4% | $14,586-52.7% | $12,270-43.8% |