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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 | $21,159 | $165,399-87.2% | $149,745-85.9% | $158,982-86.7% |
| Participation rate | 62.5% | 84.6%-22.1pp | 82.5%-20.0pp | 82.0%-19.5pp |
| Annual return | 40.08% | 348.34%-308.3pp | 276.72%-236.6pp | 302.99%-262.9pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $7,387 | $7,183+2.8% | $6,843+7.9% | $5,983+23.5% |
| Admin fee / account holder | $2,780 | $10,811-74.3% | $9,312-70.1% | $11,252-75.3% |