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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 | $14,364 | $175,259-91.8% | $149,723-90.4% | $139,487-89.7% |
| Participation rate | 45.5% | 83.4%-37.9pp | 78.8%-33.3pp | 80.3%-34.9pp |
| Annual return | 22.10% | 166.82%-144.7pp | 134.50%-112.4pp | 373.84%-351.7pp |
| Employer contribution / active EE | $0 | $5,478-100.0% | $4,821-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $3,748 | $6,522-42.5% | $5,682-34.0% | $6,713-44.2% |
| Admin fee / account holder | $3,582 | $16,158-77.8% | $13,215-72.9% | $11,407-68.6% |