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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 | $17,642 | $113,338-84.4% | $94,993-81.4% | $147,586-88.0% |
| Participation rate | 15.8% | 78.0%-62.2pp | 73.9%-58.1pp | 82.8%-67.0pp |
| Annual return | 20.12% | 20.80%-0.7pp | 27.14%-7.0pp | 578.59%-558.5pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,603-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $579 | $3,777-84.7% | $3,317-82.5% | $5,439-89.4% |
| Admin fee / account holder | $818 | $6,063-86.5% | $4,960-83.5% | $10,886-92.5% |