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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 | $16,756 | $232,540-92.8% | $185,117-90.9% | $147,586-88.6% |
| Participation rate | 5.6% | 82.4%-76.8pp | 77.3%-71.7pp | 82.8%-77.3pp |
| Annual return | 13.84% | 43.03%-29.2pp | 40.50%-26.7pp | 578.59%-564.8pp |
| Employer contribution / active EE | $0 | $5,195-100.0% | $4,182-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $979 | $5,834-83.2% | $5,045-80.6% | $5,439-82.0% |
| Admin fee / account holder | $452 | $10,275-95.6% | $8,159-94.5% | $10,886-95.8% |