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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 | $12,280 | $157,276-92.2% | $141,177-91.3% | $152,885-92.0% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 27.61% | 64.33%-36.7pp | 71.40%-43.8pp | 345.39%-317.8pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,043 | $7,110-57.2% | $6,710-54.7% | $5,851-48.0% |
| Admin fee / account holder | $307 | $12,123-97.5% | $10,263-97.0% | $11,598-97.4% |