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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 | $11,832 | $148,629-92.0% | $135,982-91.3% | $139,487-91.5% |
| Participation rate | 36.8% | 83.9%-47.0pp | 81.9%-45.1pp | 80.3%-43.5pp |
| Annual return | 24.33% | 79.33%-55.0pp | 68.32%-44.0pp | 373.84%-349.5pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,859-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $3,373 | $8,102-58.4% | $7,760-56.5% | $6,713-49.8% |
| Admin fee / account holder | $606 | $12,406-95.1% | $10,767-94.4% | $11,407-94.7% |