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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 | $15,807 | $185,312-91.5% | $161,489-90.2% | $154,746-89.8% |
| Participation rate | 38.5% | 82.5%-44.0pp | 78.7%-40.2pp | 80.7%-42.2pp |
| Annual return | 23.94% | 103.84%-79.9pp | 89.72%-65.8pp | 172.34%-148.4pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,971 | $6,350-53.2% | $5,630-47.2% | $6,730-55.9% |
| Admin fee / account holder | $1,117 | $18,654-94.0% | $16,006-93.0% | $14,365-92.2% |