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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 | $16,024 | $160,028-90.0% | $147,080-89.1% | $145,884-89.0% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 11.89% | 98.60%-86.7pp | 420.17%-408.3pp | 551.85%-540.0pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $7,934 | $8,422-5.8% | $8,066-1.6% | $6,690+18.6% |
| Admin fee / account holder | $10,959 | $15,030-27.1% | $12,989-15.6% | $13,392-18.2% |