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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 | $21,053 | $165,361-87.3% | $149,715-85.9% | $158,950-86.8% |
| Participation rate | 63.6% | 84.6%-20.9pp | 82.5%-18.8pp | 82.0%-18.3pp |
| Annual return | 19.76% | 348.24%-328.5pp | 276.66%-256.9pp | 302.91%-283.1pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $7,764 | $7,182+8.1% | $6,842+13.5% | $5,983+29.8% |
| Admin fee / account holder | $2,762 | $10,808-74.4% | $9,310-70.3% | $11,248-75.4% |