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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 | $14,649 | $165,361-91.1% | $149,715-90.2% | $158,950-90.8% |
| Participation rate | 54.2% | 84.6%-30.4pp | 82.5%-28.3pp | 82.0%-27.8pp |
| Annual return | 18.51% | 348.24%-329.7pp | 276.66%-258.1pp | 302.91%-284.4pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,663 | $7,182-35.1% | $6,842-31.8% | $5,983-22.1% |
| Admin fee / account holder | $1,135 | $10,808-89.5% | $9,310-87.8% | $11,248-89.9% |