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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 | $17,618 | $98,982-82.2% | $162,177-89.1% | $65,185-73.0% |
| Participation rate | 66.7% | 85.8%-19.1pp | 87.6%-20.9pp | 70.2%-3.5pp |
| Annual return | 41.20% | 24.84%+16.4pp | 115.60%-74.4pp | 29.38%+11.8pp |
| Employer contribution / active EE | $0 | $3,467-100.0% | $5,613-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $3,958 | $5,384-26.5% | $7,297-45.8% | $3,514+12.6% |
| Admin fee / account holder | $706 | $596+18.3% | $10,843-93.5% | $847-16.7% |