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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 | $25,346 | $100,060-74.7% | $149,721-83.1% | $70,126-63.9% |
| Participation rate | 66.2% | 83.6%-17.4pp | 87.1%-20.9pp | 69.5%-3.3pp |
| Annual return | 26.22% | 27.46%-1.2pp | 1501.67%-1475.5pp | 73.15%-46.9pp |
| Employer contribution / active EE | $0 | $3,661-100.0% | $5,444-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,272 | $4,982-14.2% | $6,568-35.0% | $3,332+28.2% |
| Admin fee / account holder | $2,565 | $8,285-69.0% | $11,282-77.3% | $4,645-44.8% |