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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 | $19,315 | $228,395-91.5% | $185,861-89.6% | $158,982-87.9% |
| Participation rate | 66.7% | 82.3%-15.6pp | 78.0%-11.4pp | 82.0%-15.3pp |
| Annual return | 24.04% | 40.82%-16.8pp | 35.96%-11.9pp | 302.99%-278.9pp |
| Employer contribution / active EE | $0 | $4,968-100.0% | $4,088-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,347 | $6,417-63.4% | $5,634-58.3% | $5,983-60.8% |
| Admin fee / account holder | $338 | $11,869-97.2% | $9,503-96.4% | $11,252-97.0% |