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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 | $13,721 | $99,652-86.2% | $78,778-82.6% | $147,586-90.7% |
| Participation rate | 42.9% | 76.2%-33.4pp | 69.2%-26.3pp | 82.8%-40.0pp |
| Annual return | 17.20% | 47.28%-30.1pp | 35.62%-18.4pp | 578.59%-561.4pp |
| Employer contribution / active EE | $0 | $2,796-100.0% | $1,986-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,004 | $3,664-45.3% | $2,958-32.3% | $5,439-63.2% |
| Admin fee / account holder | $1,200 | $7,155-83.2% | $5,134-76.6% | $10,886-89.0% |