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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 | $14,592 | $183,539-92.0% | $155,556-90.6% | $145,897-90.0% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 23.07% | 61.31%-38.2pp | 64.84%-41.8pp | 552.29%-529.2pp |
| Employer contribution / active EE | -$0 | $5,315-100.0% | $4,675-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,595 | $6,467-28.9% | $5,631-18.4% | $6,689-31.3% |
| Admin fee / account holder | $532 | $19,275-97.2% | $15,885-96.6% | $13,390-96.0% |