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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 | $10,537 | $199,109-94.7% | $173,730-93.9% | $154,746-93.2% |
| Participation rate | 50.0% | 82.8%-32.8pp | 79.6%-29.6pp | 80.7%-30.7pp |
| Annual return | 13.81% | 20.02%-6.2pp | 19.96%-6.1pp | 172.34%-158.5pp |
| Employer contribution / active EE | $0 | $5,311-100.0% | $4,577-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,863 | $7,113-17.6% | $6,326-7.3% | $6,730-12.9% |
| Admin fee / account holder | $22,703 | $20,916+8.5% | $17,523+29.6% | $14,365+58.0% |