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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 | $21,154 | $178,174-88.1% | $156,181-86.5% | $137,256-84.6% |
| Participation rate | 65.0% | 82.0%-17.0pp | 78.8%-13.8pp | 80.0%-15.0pp |
| Annual return | 22.31% | 84.19%-61.9pp | 64.87%-42.6pp | 220.34%-198.0pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $9,408 | $6,888+36.6% | $6,132+53.4% | $6,407+46.8% |
| Admin fee / account holder | $5,101 | $17,404-70.7% | $14,586-65.0% | $12,270-58.4% |