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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 | $13,451 | $165,399-91.9% | $149,745-91.0% | $158,982-91.5% |
| Participation rate | 20.0% | 84.6%-64.6pp | 82.5%-62.5pp | 82.0%-62.0pp |
| Annual return | 26.61% | 348.34%-321.7pp | 276.72%-250.1pp | 302.99%-276.4pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,799 | $7,183-61.0% | $6,843-59.1% | $5,983-53.2% |
| Admin fee / account holder | $4,053 | $10,811-62.5% | $9,312-56.5% | $11,252-64.0% |