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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 | $21,140 | $183,978-88.5% | $162,171-87.0% | $152,885-86.2% |
| Participation rate | 53.3% | 88.5%-35.2pp | 87.6%-34.2pp | 82.5%-29.1pp |
| Annual return | 42.43% | 150.78%-108.3pp | 115.60%-73.2pp | 345.39%-303.0pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $10,048 | $8,033+25.1% | $7,297+37.7% | $5,851+71.7% |
| Admin fee / account holder | $16,517 | $13,122+25.9% | $10,843+52.3% | $11,598+42.4% |