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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 | $18,263 | $157,829-88.4% | $136,867-86.7% | $198,609-90.8% |
| Participation rate | 68.2% | 77.2%-9.0pp | 74.5%-6.4pp | 82.4%-14.2pp |
| Annual return | 13.96% | 51.25%-37.3pp | 42.97%-29.0pp | 202.70%-188.7pp |
| Employer contribution / active EE | $0 | $3,923-100.0% | $3,547-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $1,836 | $5,463-66.4% | $4,924-62.7% | $6,977-73.7% |
| Admin fee / account holder | $13,938 | $11,107+25.5% | $10,340+34.8% | $19,030-26.8% |