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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 | $14,550 | $54,541-73.3% | $78,778-81.5% | $70,131-79.3% |
| Participation rate | 41.2% | 60.8%-19.6pp | 69.2%-28.0pp | 69.5%-28.4pp |
| Annual return | 22.03% | 21.07%+1.0pp | 35.62%-13.6pp | 73.14%-51.1pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,037 | $2,210+37.4% | $2,958+2.7% | $3,332-8.8% |
| Admin fee / account holder | $530 | $3,709-85.7% | $5,134-89.7% | $4,645-88.6% |