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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 | $13,975 | $157,270-91.1% | $141,173-90.1% | $152,870-90.9% |
| Participation rate | 62.5% | 84.8%-22.3pp | 82.5%-20.0pp | 82.4%-19.9pp |
| Annual return | 26.62% | 64.33%-37.7pp | 71.40%-44.8pp | 345.34%-318.7pp |
| Employer contribution / active EE | $0 | $5,261-100.0% | $4,735-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,163 | $7,110-55.5% | $6,710-52.9% | $5,850-45.9% |
| Admin fee / account holder | $735 | $12,121-93.9% | $10,262-92.8% | $11,597-93.7% |