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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 | $9,592 | $183,516-94.8% | $155,534-93.8% | $145,884-93.4% |
| Participation rate | 47.6% | 82.7%-35.1pp | 78.2%-30.6pp | 80.3%-32.7pp |
| Annual return | 16.77% | 61.43%-44.7pp | 64.92%-48.1pp | 551.85%-535.1pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,984 | $6,467-38.4% | $5,630-29.2% | $6,690-40.4% |
| Admin fee / account holder | $2,446 | $19,293-87.3% | $15,900-84.6% | $13,392-81.7% |