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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 | $17,875 | $176,105-89.9% | $159,474-88.8% | $167,536-89.3% |
| Participation rate | 29.4% | 85.0%-55.5pp | 82.8%-53.4pp | 82.1%-52.7pp |
| Annual return | 11.92% | 331.91%-320.0pp | 263.68%-251.8pp | 478.82%-466.9pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $2,591 | $7,751-66.6% | $7,353-64.8% | $6,342-59.1% |
| Admin fee / account holder | $5,294 | $12,559-57.9% | $10,802-51.0% | $12,315-57.0% |