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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 | $14,352 | $157,304-90.9% | $141,197-89.8% | $152,909-90.6% |
| Participation rate | 43.5% | 84.8%-41.3pp | 82.5%-39.0pp | 82.5%-39.0pp |
| Annual return | 42.25% | 64.34%-22.1pp | 71.41%-29.2pp | 345.46%-303.2pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,363 | $7,111-66.8% | $6,710-64.8% | $5,851-59.6% |
| Admin fee / account holder | $795 | $12,126-93.4% | $10,265-92.3% | $11,601-93.1% |