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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 | $20,675 | $210,510-90.2% | $153,500-86.5% | $145,877-85.8% |
| Participation rate | 50.0% | 82.1%-32.1pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 13.45% | 13.45%0pp | 15.70%-2.3pp | 551.28%-537.8pp |
| Employer contribution / active EE | $0 | $6,052-100.0% | $5,039-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,952 | $7,974-37.9% | $6,756-26.7% | $6,691-26.0% |
| Admin fee / account holder | $3,215 | $19,455-83.5% | $12,736-74.8% | $13,402-76.0% |