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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 | $1,364 | $213,785-99.4% | $185,441-99.3% | $155,188-99.1% |
| Participation rate | 50.0% | 83.2%-33.2pp | 80.3%-30.3pp | 80.8%-30.8pp |
| Annual return | 36.04% | 19.97%+16.1pp | 20.16%+15.9pp | 148.84%-112.8pp |
| Employer contribution / active EE | $0 | $5,393-100.0% | $4,672-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $5,717 | $6,864-16.7% | $6,152-7.1% | $6,531-12.5% |
| Admin fee / account holder | $7,052 | $21,134-66.6% | $17,890-60.6% | $14,480-51.3% |