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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 | $15,208 | $154,228-90.1% | $145,433-89.5% | $137,256-88.9% |
| Participation rate | 25.0% | 83.8%-58.8pp | 82.1%-57.1pp | 80.0%-55.0pp |
| Annual return | 16.35% | 74.59%-58.2pp | 66.58%-50.2pp | 220.34%-204.0pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $7,192 | $8,216-12.5% | $7,897-8.9% | $6,407+12.3% |
| Admin fee / account holder | $1,145 | $14,344-92.0% | $13,129-91.3% | $12,270-90.7% |