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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 | $26,412 | $197,603-86.6% | $177,827-85.1% | $158,950-83.4% |
| Participation rate | 62.5% | 88.5%-26.0pp | 87.7%-25.2pp | 82.0%-19.5pp |
| Annual return | 13.47% | 58.76%-45.3pp | 48.32%-34.9pp | 302.91%-289.4pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,918-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,281 | $8,404-61.0% | $7,713-57.5% | $5,983-45.2% |
| Admin fee / account holder | $4,382 | $15,402-71.5% | $12,429-64.7% | $11,248-61.0% |