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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 | $12,576 | $212,386-94.1% | $199,883-93.7% | $138,895-90.9% |
| Participation rate | 36.8% | 87.4%-50.5pp | 86.8%-49.9pp | 79.9%-43.1pp |
| Annual return | 14.46% | 47.75%-33.3pp | 43.81%-29.3pp | 145.39%-130.9pp |
| Employer contribution / active EE | $0 | $6,625-100.0% | $6,261-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,307 | $9,617-55.2% | $9,138-52.9% | $6,396-32.7% |
| Admin fee / account holder | $24,147 | $18,233+32.4% | $17,268+39.8% | $12,562+92.2% |