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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 | $11,144 | $165,381-93.3% | $149,730-92.6% | $158,966-93.0% |
| Participation rate | 61.1% | 84.6%-23.5pp | 82.5%-21.4pp | 82.0%-20.9pp |
| Annual return | 12.73% | 348.29%-335.6pp | 276.70%-264.0pp | 302.95%-290.2pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,472 | $7,182-65.6% | $6,843-63.9% | $5,983-58.7% |
| Admin fee / account holder | $2,269 | $10,809-79.0% | $9,310-75.6% | $11,250-79.8% |