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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 | $17,278 | $85,766-79.9% | $136,298-87.3% | $70,126-75.4% |
| Participation rate | 65.6% | 74.2%-8.5pp | 81.9%-16.3pp | 69.5%-3.9pp |
| Annual return | 21.79% | 31.46%-9.7pp | 5156.27%-5134.5pp | 73.15%-51.4pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $5,950 | $5,051+17.8% | $6,247-4.8% | $3,332+78.6% |
| Admin fee / account holder | $1,864 | $5,421-65.6% | $9,244-79.8% | $4,645-59.9% |