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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 | $13,008 | $157,829-91.8% | $136,867-90.5% | $198,609-93.5% |
| Participation rate | 66.7% | 77.2%-10.5pp | 74.5%-7.9pp | 82.4%-15.7pp |
| Annual return | 12.83% | 51.25%-38.4pp | 42.97%-30.1pp | 202.70%-189.9pp |
| Employer contribution / active EE | $0 | $3,923-100.0% | $3,547-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $4,960 | $5,463-9.2% | $4,924+0.7% | $6,977-28.9% |
| Admin fee / account holder | $3,979 | $11,107-64.2% | $10,340-61.5% | $19,030-79.1% |