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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 | $20,148 | $74,089-72.8% | $133,975-85.0% | $55,167-63.5% |
| Participation rate | 38.7% | 84.3%-45.6pp | 87.1%-48.4pp | 69.0%-30.3pp |
| Annual return | 22.71% | 12.11%+10.6pp | 29.29%-6.6pp | 169.23%-146.5pp |
| Employer contribution / active EE | $0 | $3,064-100.0% | $5,211-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,788 | $4,678-40.4% | $6,282-55.6% | $3,054-8.7% |
| Admin fee / account holder | $627 | $458+36.8% | $9,324-93.3% | $504+24.3% |