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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 | $17,861 | $99,652-82.1% | $78,778-77.3% | $147,586-87.9% |
| Participation rate | 46.2% | 76.2%-30.1pp | 69.2%-23.0pp | 82.8%-36.7pp |
| Annual return | 12.77% | 47.28%-34.5pp | 35.62%-22.9pp | 578.59%-565.8pp |
| Employer contribution / active EE | $0 | $2,796-100.0% | $1,986-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,239 | $3,664-66.2% | $2,958-58.1% | $5,439-77.2% |
| Admin fee / account holder | $2,535 | $7,155-64.6% | $5,134-50.6% | $10,886-76.7% |