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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 | $13,988 | $211,239-93.4% | $178,528-92.2% | $145,877-90.4% |
| Participation rate | 28.6% | 80.8%-52.2pp | 77.1%-48.5pp | 80.3%-51.7pp |
| Annual return | 17.32% | 30.22%-12.9pp | 27.11%-9.8pp | 551.28%-534.0pp |
| Employer contribution / active EE | $0 | $4,570-100.0% | $3,950-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,837 | $6,963-44.9% | $6,278-38.9% | $6,691-42.7% |
| Admin fee / account holder | $24,232 | $12,095+100.3% | $10,419+132.6% | $13,402+80.8% |