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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 | $16,257 | $78,707-79.3% | $117,861-86.2% | $70,126-76.8% |
| Participation rate | 66.1% | 73.2%-7.1pp | 79.7%-13.5pp | 69.5%-3.4pp |
| Annual return | 16.00% | 23.30%-7.3pp | 335.11%-319.1pp | 73.15%-57.1pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,443 | $3,297+34.7% | $4,482-0.9% | $3,332+33.3% |
| Admin fee / account holder | $1,297 | $5,066-74.4% | $8,021-83.8% | $4,645-72.1% |