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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 | $16,705 | $157,304-89.4% | $141,197-88.2% | $152,909-89.1% |
| Participation rate | 47.6% | 84.8%-37.2pp | 82.5%-34.9pp | 82.5%-34.8pp |
| Annual return | 26.45% | 64.34%-37.9pp | 71.41%-45.0pp | 345.46%-319.0pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,776 | $7,111-32.8% | $6,710-28.8% | $5,851-18.4% |
| Admin fee / account holder | $305 | $12,126-97.5% | $10,265-97.0% | $11,601-97.4% |