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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 | $19,764 | $165,399-88.1% | $149,745-86.8% | $158,982-87.6% |
| Participation rate | 30.0% | 84.6%-54.6pp | 82.5%-52.5pp | 82.0%-52.0pp |
| Annual return | 10.72% | 348.34%-337.6pp | 276.72%-266.0pp | 302.99%-292.3pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,040 | $7,183-57.7% | $6,843-55.6% | $5,983-49.2% |
| Admin fee / account holder | $1,126 | $10,811-89.6% | $9,312-87.9% | $11,252-90.0% |