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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 | $19,956 | $232,540-91.4% | $185,117-89.2% | $147,586-86.5% |
| Participation rate | 34.8% | 82.4%-47.6pp | 77.3%-42.5pp | 82.8%-48.0pp |
| Annual return | 16.63% | 43.03%-26.4pp | 40.50%-23.9pp | 578.59%-562.0pp |
| Employer contribution / active EE | $0 | $5,195-100.0% | $4,182-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,465 | $5,834-74.9% | $5,045-71.0% | $5,439-73.1% |
| Admin fee / account holder | $1,250 | $10,275-87.8% | $8,159-84.7% | $10,886-88.5% |