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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 | $33,865 | $84,414-59.9% | $165,100-79.5% | - |
| Participation rate | 40.4% | 69.4%-29.0pp | 78.6%-38.2pp | - |
| Annual return | 52.84% | 13.94%+38.9pp | 70.21%-17.4pp | - |
| Employer contribution / active EE | $0 | $2,400-100.0% | $4,348-100.0% | - |
| Participant deferral / active EE | $3,822 | $4,277-10.6% | $6,035-36.7% | - |
| Admin fee / account holder | $1,034 | $4,429-76.6% | $12,696-91.9% | - |