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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 | $15,567 | $183,592-91.5% | $155,574-90.0% | $145,877-89.3% |
| Participation rate | 55.6% | 82.7%-27.1pp | 78.2%-22.7pp | 80.3%-24.7pp |
| Annual return | 10.62% | 61.37%-50.7pp | 64.87%-54.2pp | 551.28%-540.7pp |
| Employer contribution / active EE | $0 | $5,317-100.0% | $4,676-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,487 | $6,466-46.1% | $5,629-38.1% | $6,691-47.9% |
| Admin fee / account holder | $7,086 | $19,316-63.3% | $15,914-55.5% | $13,402-47.1% |