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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 | $11,747 | $162,136-92.8% | $152,301-92.3% | $154,746-92.4% |
| Participation rate | 68.8% | 84.1%-15.4pp | 82.4%-13.7pp | 80.7%-12.0pp |
| Annual return | 13.17% | 91.02%-77.9pp | 80.50%-67.3pp | 172.34%-159.2pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $6,651 | $8,341-20.3% | $8,004-16.9% | $6,730-1.2% |
| Admin fee / account holder | $1,212 | $15,759-92.3% | $14,398-91.6% | $14,365-91.6% |