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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 | $17,321 | $100,060-82.7% | $149,721-88.4% | $70,126-75.3% |
| Participation rate | 61.5% | 83.6%-22.0pp | 87.1%-25.5pp | 69.5%-8.0pp |
| Annual return | 16.00% | 27.46%-11.5pp | 1501.67%-1485.7pp | 73.15%-57.1pp |
| Employer contribution / active EE | $0 | $3,661-100.0% | $5,444-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,846 | $4,982-42.9% | $6,568-56.7% | $3,332-14.6% |
| Admin fee / account holder | $4,475 | $8,285-46.0% | $11,282-60.3% | $4,645-3.7% |