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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 | $13,242 | $155,555-91.5% | $146,866-91.0% | $155,188-91.5% |
| Participation rate | 28.6% | 84.0%-55.4pp | 82.5%-53.9pp | 80.8%-52.2pp |
| Annual return | 19.58% | 115.41%-95.8pp | 102.85%-83.3pp | 148.84%-129.3pp |
| Employer contribution / active EE | $0 | $4,647-100.0% | $4,425-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $4,030 | $8,044-49.9% | $7,759-48.1% | $6,531-38.3% |
| Admin fee / account holder | $1,855 | $14,755-87.4% | $13,620-86.4% | $14,480-87.2% |