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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 | $15,635 | $227,399-93.1% | $189,758-91.8% | $198,609-92.1% |
| Participation rate | 62.5% | 84.0%-21.5pp | 79.8%-17.3pp | 82.4%-19.9pp |
| Annual return | 14.65% | 61.03%-46.4pp | 52.62%-38.0pp | 202.70%-188.0pp |
| Employer contribution / active EE | $1,428 | $5,526-74.2% | $4,767-70.0% | $5,055-71.8% |
| Participant deferral / active EE | $4,068 | $6,837-40.5% | $5,856-30.5% | $6,977-41.7% |
| Admin fee / account holder | $15,129 | $25,162-39.9% | $20,388-25.8% | $19,030-20.5% |