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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 | $19,096 | $85,766-77.7% | $136,298-86.0% | $70,126-72.8% |
| Participation rate | 39.7% | 74.2%-34.5pp | 81.9%-42.3pp | 69.5%-29.9pp |
| Annual return | 36.77% | 31.46%+5.3pp | 5156.27%-5119.5pp | 73.15%-36.4pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,696 | $5,051-46.6% | $6,247-56.8% | $3,332-19.1% |
| Admin fee / account holder | $414 | $5,421-92.4% | $9,244-95.5% | $4,645-91.1% |