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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 | $27,297 | $197,625-86.2% | $177,840-84.7% | $158,966-82.8% |
| Participation rate | 27.3% | 88.5%-61.3pp | 87.7%-60.4pp | 82.0%-54.7pp |
| Annual return | 10.74% | 58.76%-48.0pp | 48.32%-37.6pp | 302.95%-292.2pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,919-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,419 | $8,405-59.3% | $7,714-55.7% | $5,983-42.9% |
| Admin fee / account holder | $531 | $15,405-96.6% | $12,431-95.7% | $11,250-95.3% |