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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 | $16,717 | $165,381-89.9% | $149,730-88.8% | $158,966-89.5% |
| Participation rate | 60.0% | 84.6%-24.6pp | 82.5%-22.5pp | 82.0%-22.0pp |
| Annual return | 36.56% | 348.29%-311.7pp | 276.70%-240.1pp | 302.95%-266.4pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $5,587 | $7,182-22.2% | $6,843-18.3% | $5,983-6.6% |
| Admin fee / account holder | $3,592 | $10,809-66.8% | $9,310-61.4% | $11,250-68.1% |