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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 | $14,496 | $63,342-77.1% | $92,235-84.3% | $70,131-79.3% |
| Participation rate | 19.2% | 68.7%-49.4pp | 76.5%-57.2pp | 69.5%-50.3pp |
| Annual return | 74.53% | 530.15%-455.6pp | 176.28%-101.8pp | 73.14%+1.4pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,943 | $2,854+3.1% | $3,897-24.5% | $3,332-11.7% |
| Admin fee / account holder | $2,996 | $3,840-22.0% | $5,194-42.3% | $4,645-35.5% |