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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 | $16,482 | $135,956-87.9% | $123,894-86.7% | $273,972-94.0% |
| Participation rate | 16.7% | 84.1%-67.4pp | 81.4%-64.7pp | 83.0%-66.3pp |
| Annual return | 5.24% | 56.63%-51.4pp | 47.52%-42.3pp | 41.46%-36.2pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $14,168 | $6,343+123.4% | $5,984+136.8% | $5,287+168.0% |
| Admin fee / account holder | $136,171 | $9,817+1287.0% | $8,357+1529.4% | $10,133+1243.9% |