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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 | $16,026 | $254,759-93.7% | $216,567-92.6% | $198,609-91.9% |
| Participation rate | 60.0% | 84.5%-24.5pp | 81.6%-21.6pp | 82.4%-22.4pp |
| Annual return | 9.08% | 10.04%-1.0pp | 12.94%-3.9pp | 202.70%-193.6pp |
| Employer contribution / active EE | $0 | $6,096-100.0% | $5,216-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $3,336 | $6,948-52.0% | $6,191-46.1% | $6,977-52.2% |
| Admin fee / account holder | $34,299 | $26,311+30.4% | $21,981+56.0% | $19,030+80.2% |