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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 | $19,872 | $176,838-88.8% | $146,685-86.5% | $167,518-88.1% |
| Participation rate | 25.0% | 83.6%-58.6pp | 80.1%-55.1pp | 82.1%-57.1pp |
| Annual return | 20.65% | 24.04%-3.4pp | 22.75%-2.1pp | 478.71%-458.1pp |
| Employer contribution / active EE | $0 | $5,161-100.0% | $4,137-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $4,742 | $6,441-26.4% | $5,507-13.9% | $6,342-25.2% |
| Admin fee / account holder | $3,026 | $13,262-77.2% | $10,281-70.6% | $12,312-75.4% |