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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 | $18,969 | $70,002-72.9% | $115,037-83.5% | $52,331-63.8% |
| Participation rate | 38.5% | 72.1%-33.6pp | 81.4%-42.9pp | 68.1%-29.6pp |
| Annual return | 35.25% | 4.04%+31.2pp | 26.14%+9.1pp | 4.54%+30.7pp |
| Employer contribution / active EE | $0 | $2,715-100.0% | $4,608-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $3,328 | $4,920-32.4% | $6,026-44.8% | $3,022+10.1% |
| Admin fee / account holder | $1,216 | $566+114.8% | $8,175-85.1% | $592+105.5% |