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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 | $19,019 | $165,381-88.5% | $149,730-87.3% | $158,966-88.0% |
| Participation rate | 41.2% | 84.6%-43.4pp | 82.5%-41.3pp | 82.0%-40.8pp |
| Annual return | 22.11% | 348.29%-326.2pp | 276.70%-254.6pp | 302.95%-280.8pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,759 | $7,182-61.6% | $6,843-59.7% | $5,983-53.9% |
| Admin fee / account holder | $302 | $10,809-97.2% | $9,310-96.8% | $11,250-97.3% |