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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 | $21,481 | $162,785-86.8% | $133,959-84.0% | $158,950-86.5% |
| Participation rate | 42.9% | 83.2%-40.4pp | 79.8%-37.0pp | 82.0%-39.1pp |
| Annual return | 10.86% | 41.94%-31.1pp | 45.09%-34.2pp | 302.91%-292.1pp |
| Employer contribution / active EE | $0 | $4,975-100.0% | $3,919-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,779 | $5,910-19.1% | $5,047-5.3% | $5,983-20.1% |
| Admin fee / account holder | $15,319 | $11,738+30.5% | $8,928+71.6% | $11,248+36.2% |