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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 | $21,477 | $70,917-69.7% | $98,920-78.3% | $73,497-70.8% |
| Participation rate | 35.4% | 73.8%-38.4pp | 76.0%-40.6pp | 70.7%-35.2pp |
| Annual return | 42.91% | 34.18%+8.7pp | 196.47%-153.6pp | 28.51%+14.4pp |
| Employer contribution / active EE | $0 | $2,037-100.0% | $2,689-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $2,893 | $3,501-17.4% | $4,245-31.8% | $3,740-22.6% |
| Admin fee / account holder | $1,414 | $535+164.4% | $6,643-78.7% | $513+175.6% |