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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 | $20,222 | $98,240-79.4% | $82,312-75.4% | $147,586-86.3% |
| Participation rate | 64.7% | 79.7%-15.0pp | 76.9%-12.2pp | 82.8%-18.1pp |
| Annual return | 10.83% | 30.85%-20.0pp | 25.88%-15.0pp | 578.59%-567.8pp |
| Employer contribution / active EE | $0 | $3,192-100.0% | $2,428-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,010 | $4,383-54.1% | $3,706-45.8% | $5,439-63.0% |
| Admin fee / account holder | $2,449 | $8,563-71.4% | $5,608-56.3% | $10,886-77.5% |