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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 | $14,561 | $172,758-91.6% | $149,600-90.3% | $138,895-89.5% |
| Participation rate | 55.6% | 80.2%-24.6pp | 77.2%-21.6pp | 79.9%-24.4pp |
| Annual return | 10.57% | 181.17%-170.6pp | 129.59%-119.0pp | 145.39%-134.8pp |
| Employer contribution / active EE | $0 | $4,778-100.0% | $4,193-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,346 | $8,180-59.1% | $7,203-53.5% | $6,396-47.7% |
| Admin fee / account holder | $10,230 | $17,615-41.9% | $13,963-26.7% | $12,562-18.6% |