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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 | $20,531 | $116,203-82.3% | $93,621-78.1% | $152,897-86.6% |
| Participation rate | 61.9% | 78.1%-16.1pp | 75.8%-13.9pp | 82.5%-20.5pp |
| Annual return | 18.62% | 35.96%-17.3pp | 32.76%-14.1pp | 345.43%-326.8pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,719-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,345 | $4,605-27.3% | $4,070-17.8% | $5,851-42.8% |
| Admin fee / account holder | $1,489 | $10,751-86.1% | $7,890-81.1% | $11,599-87.2% |