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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 | $23,307 | $98,776-76.4% | $149,745-84.4% | $79,856-70.8% |
| Participation rate | 20.0% | 75.8%-55.8pp | 82.5%-62.5pp | 69.6%-49.6pp |
| Annual return | 33.21% | 27.38%+5.8pp | 276.72%-243.5pp | 31.71%+1.5pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,795 | $5,681-50.8% | $6,843-59.1% | $3,741-25.3% |
| Admin fee / account holder | $7,157 | $6,053+18.2% | $9,312-23.1% | $5,306+34.9% |