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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 | $162,136-91.1% | $152,301-90.5% | $154,746-90.7% |
| Participation rate | 42.9% | 84.1%-41.2pp | 82.4%-39.6pp | 80.7%-37.8pp |
| Annual return | 44.24% | 91.02%-46.8pp | 80.50%-36.3pp | 172.34%-128.1pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $8,459 | $8,341+1.4% | $8,004+5.7% | $6,730+25.7% |
| Admin fee / account holder | $9,087 | $15,759-42.3% | $14,398-36.9% | $14,365-36.7% |