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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 | $16,260 | $228,395-92.9% | $185,861-91.3% | $158,982-89.8% |
| Participation rate | 66.7% | 82.3%-15.6pp | 78.0%-11.4pp | 82.0%-15.3pp |
| Annual return | 22.89% | 40.82%-17.9pp | 35.96%-13.1pp | 302.99%-280.1pp |
| Employer contribution / active EE | $0 | $4,968-100.0% | $4,088-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,290 | $6,417-79.9% | $5,634-77.1% | $5,983-78.4% |
| Admin fee / account holder | $1,037 | $11,869-91.3% | $9,503-89.1% | $11,252-90.8% |