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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 | $19,990 | $228,352-91.2% | $185,835-89.2% | $158,966-87.4% |
| Participation rate | 56.5% | 82.3%-25.8pp | 78.0%-21.5pp | 82.0%-25.4pp |
| Annual return | 11.82% | 40.81%-29.0pp | 35.96%-24.1pp | 302.95%-291.1pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,087-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,389 | $6,416-31.6% | $5,633-22.1% | $5,983-26.6% |
| Admin fee / account holder | $6,191 | $11,867-47.8% | $9,502-34.8% | $11,250-45.0% |