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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 | $227,291-94.5% | $214,702-94.1% | $155,188-91.9% |
| Participation rate | 36.8% | 88.0%-51.1pp | 87.5%-50.6pp | 80.8%-44.0pp |
| Annual return | 14.46% | 60.08%-45.6pp | 54.55%-40.1pp | 148.84%-134.4pp |
| Employer contribution / active EE | $0 | $6,772-100.0% | $6,461-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $4,307 | $9,582-55.1% | $9,147-52.9% | $6,531-34.1% |
| Admin fee / account holder | $24,147 | $20,413+18.3% | $19,830+21.8% | $14,480+66.8% |