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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 | $24,132 | $78,607-69.3% | $105,624-77.2% | $74,478-67.6% |
| Participation rate | 57.8% | 72.8%-15.0pp | 75.3%-17.4pp | 67.2%-9.4pp |
| Annual return | 11.95% | 15.96%-4.0pp | 116.20%-104.3pp | 1370.56%-1358.6pp |
| Employer contribution / active EE | $0 | $2,523-100.0% | $3,168-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $2,465 | $4,325-43.0% | $5,013-50.8% | $4,350-43.3% |
| Admin fee / account holder | $1,248 | $2,220-43.8% | $10,961-88.6% | $1,946-35.8% |