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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 | $13,868 | $226,135-93.9% | $182,558-92.4% | $152,909-90.9% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.0%-11.3pp | 82.5%-15.8pp |
| Annual return | 24.74% | 192.60%-167.9pp | 148.59%-123.8pp | 345.46%-320.7pp |
| Employer contribution / active EE | $0 | $4,979-100.0% | $4,076-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,481 | $6,371-76.8% | $5,526-73.2% | $5,851-74.7% |
| Admin fee / account holder | $365 | $10,707-96.6% | $8,594-95.8% | $11,601-96.9% |