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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 | $18,757 | $185,883-89.9% | $170,043-89.0% | $139,466-86.6% |
| Participation rate | 38.5% | 87.8%-49.3pp | 87.0%-48.5pp | 80.3%-41.9pp |
| Annual return | 11.93% | 60.54%-48.6pp | 53.40%-41.5pp | 373.66%-361.7pp |
| Employer contribution / active EE | $0 | $7,596-100.0% | $6,790-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $3,254 | $11,626-72.0% | $10,410-68.7% | $6,712-51.5% |
| Admin fee / account holder | $11,033 | $15,393-28.3% | $12,824-14.0% | $11,409-3.3% |