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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 | $14,441 | $154,228-90.6% | $145,433-90.1% | $137,256-89.5% |
| Participation rate | 42.9% | 83.8%-40.9pp | 82.1%-39.3pp | 80.0%-37.1pp |
| Annual return | 44.24% | 74.59%-30.4pp | 66.58%-22.3pp | 220.34%-176.1pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $8,459 | $8,216+2.9% | $7,897+7.1% | $6,407+32.0% |
| Admin fee / account holder | $9,087 | $14,344-36.6% | $13,129-30.8% | $12,270-25.9% |