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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 | $19,460 | $116,203-83.3% | $93,621-79.2% | $152,897-87.3% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.8%-9.2pp | 82.5%-15.8pp |
| Annual return | 19.01% | 35.96%-17.0pp | 32.76%-13.7pp | 345.43%-326.4pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,719-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,045 | $4,605-55.6% | $4,070-49.7% | $5,851-65.0% |
| Admin fee / account holder | $2,691 | $10,751-75.0% | $7,890-65.9% | $11,599-76.8% |