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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 | $14,009 | $160,040-91.2% | $147,096-90.5% | $145,877-90.4% |
| Participation rate | 58.8% | 84.0%-25.2pp | 82.2%-23.4pp | 80.3%-21.5pp |
| Annual return | 15.44% | 98.49%-83.1pp | 419.75%-404.3pp | 551.28%-535.8pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,322 | $8,429-60.6% | $8,071-58.8% | $6,691-50.4% |
| Admin fee / account holder | $1,378 | $15,050-90.8% | $13,005-89.4% | $13,402-89.7% |