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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 | $19,177 | $176,838-89.2% | $146,685-86.9% | $167,518-88.6% |
| Participation rate | 23.8% | 83.6%-59.8pp | 80.1%-56.3pp | 82.1%-58.3pp |
| Annual return | 15.17% | 24.04%-8.9pp | 22.75%-7.6pp | 478.71%-463.5pp |
| Employer contribution / active EE | $0 | $5,161-100.0% | $4,137-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $2,089 | $6,441-67.6% | $5,507-62.1% | $6,342-67.1% |
| Admin fee / account holder | $1,398 | $13,262-89.5% | $10,281-86.4% | $12,312-88.6% |