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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 | $19,032 | $209,336-90.9% | $197,124-90.3% | $137,256-86.1% |
| Participation rate | 36.4% | 87.3%-50.9pp | 86.7%-50.4pp | 80.0%-43.6pp |
| Annual return | 43.27% | 48.09%-4.8pp | 44.34%-1.1pp | 220.34%-177.1pp |
| Employer contribution / active EE | $0 | $6,591-100.0% | $6,227-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,367 | $9,614-44.2% | $9,135-41.3% | $6,407-16.2% |
| Admin fee / account holder | $2,935 | $17,308-83.0% | $16,298-82.0% | $12,270-76.1% |