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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 | $15,309 | $176,077-91.3% | $159,455-90.4% | $167,518-90.9% |
| Participation rate | 50.0% | 84.9%-34.9pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 19.49% | 331.83%-312.3pp | 263.63%-244.1pp | 478.71%-459.2pp |
| Employer contribution / active EE | $0 | $5,298-100.0% | $4,830-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $3,885 | $7,751-49.9% | $7,353-47.2% | $6,342-38.7% |
| Admin fee / account holder | $5,150 | $12,556-59.0% | $10,800-52.3% | $12,312-58.2% |