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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 | $11,312 | $185,905-93.9% | $170,057-93.3% | $139,487-91.9% |
| Participation rate | 16.7% | 87.8%-71.1pp | 87.0%-70.3pp | 80.3%-63.7pp |
| Annual return | 17.95% | 60.56%-42.6pp | 53.42%-35.5pp | 373.84%-355.9pp |
| Employer contribution / active EE | $0 | $7,597-100.0% | $6,790-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $7,479 | $11,627-35.7% | $10,411-28.2% | $6,713+11.4% |
| Admin fee / account holder | $3,342 | $15,397-78.3% | $12,826-73.9% | $11,407-70.7% |