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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 | $16,942 | $196,972-91.4% | $182,262-90.7% | $198,609-91.5% |
| Participation rate | 66.7% | 85.7%-19.0pp | 84.2%-17.5pp | 82.4%-15.7pp |
| Annual return | 21.25% | 158.27%-137.0pp | 140.60%-119.4pp | 202.70%-181.5pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $6,416 | $8,643-25.8% | $8,276-22.5% | $6,977-8.0% |
| Admin fee / account holder | $407 | $18,429-97.8% | $16,712-97.6% | $19,030-97.9% |