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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 | $14,570 | $212,386-93.1% | $199,883-92.7% | $138,895-89.5% |
| Participation rate | 40.0% | 87.4%-47.4pp | 86.8%-46.8pp | 79.9%-39.9pp |
| Annual return | 18.39% | 47.75%-29.4pp | 43.81%-25.4pp | 145.39%-127.0pp |
| Employer contribution / active EE | $0 | $6,625-100.0% | $6,261-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $10,652 | $9,617+10.8% | $9,138+16.6% | $6,396+66.5% |
| Admin fee / account holder | $64,201 | $18,233+252.1% | $17,268+271.8% | $12,562+411.1% |