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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 | $14,150 | $226,105-93.7% | $182,540-92.2% | $152,897-90.7% |
| Participation rate | 26.3% | 82.5%-56.1pp | 78.0%-51.7pp | 82.5%-56.1pp |
| Annual return | 26.22% | 192.58%-166.4pp | 148.58%-122.4pp | 345.43%-319.2pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,076-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,530 | $6,370-76.0% | $5,525-72.3% | $5,851-73.9% |
| Admin fee / account holder | $731 | $10,706-93.2% | $8,593-91.5% | $11,599-93.7% |