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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 | $199,109-89.4% | $173,730-87.8% | $154,746-86.3% |
| Participation rate | 65.0% | 82.8%-17.8pp | 79.6%-14.6pp | 80.7%-15.7pp |
| Annual return | 22.31% | 20.02%+2.3pp | 19.96%+2.4pp | 172.34%-150.0pp |
| Employer contribution / active EE | $0 | $5,311-100.0% | $4,577-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $9,408 | $7,113+32.3% | $6,326+48.7% | $6,730+39.8% |
| Admin fee / account holder | $5,101 | $20,916-75.6% | $17,523-70.9% | $14,365-64.5% |