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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 | $22,822 | $213,785-89.3% | $185,441-87.7% | $155,188-85.3% |
| Participation rate | 45.5% | 83.2%-37.8pp | 80.3%-34.8pp | 80.8%-35.3pp |
| Annual return | 17.07% | 19.97%-2.9pp | 20.16%-3.1pp | 148.84%-131.8pp |
| Employer contribution / active EE | $0 | $5,393-100.0% | $4,672-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $4,040 | $6,864-41.1% | $6,152-34.3% | $6,531-38.1% |
| Admin fee / account holder | $5,134 | $21,134-75.7% | $17,890-71.3% | $14,480-64.5% |