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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 | $14,414 | $185,883-92.2% | $170,043-91.5% | $139,466-89.7% |
| Participation rate | 60.0% | 87.8%-27.8pp | 87.0%-27.0pp | 80.3%-20.3pp |
| Annual return | 12.22% | 60.54%-48.3pp | 53.40%-41.2pp | 373.66%-361.4pp |
| Employer contribution / active EE | $0 | $7,596-100.0% | $6,790-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $6,155 | $11,626-47.1% | $10,410-40.9% | $6,712-8.3% |
| Admin fee / account holder | $15,871 | $15,393+3.1% | $12,824+23.8% | $11,409+39.1% |