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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 | $24,189 | $201,370-88.0% | $184,256-86.9% | $145,897-83.4% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 24.73% | 29.05%-4.3pp | 28.85%-4.1pp | 552.29%-527.6pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,253 | $9,808-56.6% | $9,133-53.4% | $6,689-36.4% |
| Admin fee / account holder | $8,500 | $16,364-48.1% | $13,899-38.8% | $13,390-36.5% |