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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 | $21,068 | $58,828-64.2% | $78,002-73.0% | $62,881-66.5% |
| Participation rate | 55.3% | 71.1%-15.7pp | 75.5%-20.2pp | 69.3%-14.0pp |
| Annual return | 5.15% | 17.16%-12.0pp | 425.99%-420.8pp | 20.14%-15.0pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,272 | $2,686-52.6% | $3,497-63.6% | $3,203-60.3% |
| Admin fee / account holder | $9,682 | $4,393+120.4% | $5,481+76.7% | $4,296+125.4% |