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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 | $12,678 | $107,941-88.3% | $91,994-86.2% | $152,897-91.7% |
| Participation rate | 26.7% | 81.2%-54.5pp | 78.6%-52.0pp | 82.5%-55.8pp |
| Annual return | 20.82% | 89.28%-68.5pp | 69.04%-48.2pp | 345.43%-324.6pp |
| Employer contribution / active EE | $0 | $4,212-100.0% | $3,453-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,084 | $6,366-35.8% | $5,924-31.1% | $5,851-30.2% |
| Admin fee / account holder | $6,215 | $10,521-40.9% | $7,744-19.7% | $11,599-46.4% |