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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 | $16,676 | $196,972-91.5% | $182,262-90.9% | $198,609-91.6% |
| Participation rate | 55.6% | 85.7%-30.1pp | 84.2%-28.7pp | 82.4%-26.8pp |
| Annual return | 25.98% | 158.27%-132.3pp | 140.60%-114.6pp | 202.70%-176.7pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $4,531 | $8,643-47.6% | $8,276-45.3% | $6,977-35.1% |
| Admin fee / account holder | $811 | $18,429-95.6% | $16,712-95.1% | $19,030-95.7% |