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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 | $14,651 | $76,551-80.9% | $123,894-88.2% | $62,881-76.7% |
| Participation rate | 34.0% | 73.0%-38.9pp | 81.4%-47.4pp | 69.3%-35.3pp |
| Annual return | 53.64% | 18.68%+35.0pp | 47.52%+6.1pp | 20.14%+33.5pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,292 | $4,840-52.6% | $5,984-61.7% | $3,203-28.4% |
| Admin fee / account holder | $1,553 | $4,826-67.8% | $8,357-81.4% | $4,296-63.9% |