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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 | $10,102 | $99,994-89.9% | $146,647-93.1% | $85,851-88.2% |
| Participation rate | 51.6% | 73.1%-21.4pp | 80.1%-28.5pp | 69.3%-17.7pp |
| Annual return | 16.97% | 18.93%-2.0pp | 22.75%-5.8pp | 318.63%-301.7pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,137-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,489 | $4,006-37.9% | $5,506-54.8% | $3,952-37.0% |
| Admin fee / account holder | $703 | $7,703-90.9% | $10,281-93.2% | $6,261-88.8% |