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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 | $26,291 | $197,603-86.7% | $177,827-85.2% | $158,950-83.5% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.7%-21.1pp | 82.0%-15.3pp |
| Annual return | 11.54% | 58.76%-47.2pp | 48.32%-36.8pp | 302.91%-291.4pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,918-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,979 | $8,404-52.7% | $7,713-48.4% | $5,983-33.5% |
| Admin fee / account holder | $549 | $15,402-96.4% | $12,429-95.6% | $11,248-95.1% |