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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 | $14,754 | $157,304-90.6% | $141,197-89.6% | $152,909-90.4% |
| Participation rate | 34.8% | 84.8%-50.0pp | 82.5%-47.7pp | 82.5%-47.7pp |
| Annual return | 19.89% | 64.34%-44.5pp | 71.41%-51.5pp | 345.46%-325.6pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $5,350 | $7,111-24.8% | $6,710-20.3% | $5,851-8.6% |
| Admin fee / account holder | $3,338 | $12,126-72.5% | $10,265-67.5% | $11,601-71.2% |