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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 | $20,554 | $165,361-87.6% | $149,715-86.3% | $158,950-87.1% |
| Participation rate | 57.1% | 84.6%-27.4pp | 82.5%-25.3pp | 82.0%-24.8pp |
| Annual return | 18.79% | 348.24%-329.4pp | 276.66%-257.9pp | 302.91%-284.1pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,510 | $7,182-37.2% | $6,842-34.1% | $5,983-24.6% |
| Admin fee / account holder | $7,316 | $10,808-32.3% | $9,310-21.4% | $11,248-35.0% |