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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 | $20,989 | $165,399-87.3% | $149,745-86.0% | $158,982-86.8% |
| Participation rate | 44.4% | 84.6%-40.1pp | 82.5%-38.0pp | 82.0%-37.5pp |
| Annual return | 27.44% | 348.34%-320.9pp | 276.72%-249.3pp | 302.99%-275.5pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,250 | $7,183-54.7% | $6,843-52.5% | $5,983-45.7% |
| Admin fee / account holder | $3,492 | $10,811-67.7% | $9,312-62.5% | $11,252-69.0% |