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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 | $16,827 | $160,070-89.5% | $147,117-88.6% | $145,897-88.5% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 14.30% | 98.69%-84.4pp | 420.54%-406.2pp | 552.29%-538.0pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $7,512 | $8,419-10.8% | $8,065-6.9% | $6,689+12.3% |
| Admin fee / account holder | $14,637 | $15,035-2.6% | $12,993+12.7% | $13,390+9.3% |