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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 | $13,033 | $225,673-94.2% | $203,872-93.6% | $155,188-91.6% |
| Participation rate | 63.6% | 80.3%-16.7pp | 77.8%-14.2pp | 80.8%-17.2pp |
| Annual return | 9.23% | 95.91%-86.7pp | 85.11%-75.9pp | 148.84%-139.6pp |
| Employer contribution / active EE | $0 | $4,099-100.0% | $3,757-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,553 | $6,893-63.0% | $6,388-60.0% | $6,531-60.9% |
| Admin fee / account holder | $2,644 | $12,327-78.6% | $11,730-77.5% | $14,480-81.7% |