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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 | $25,901 | $96,731-73.2% | $123,973-79.1% | $86,983-70.2% |
| Participation rate | 36.5% | 70.0%-33.5pp | 76.7%-40.2pp | 69.5%-33.1pp |
| Annual return | 15.85% | 17.33%-1.5pp | 388.13%-372.3pp | 25.83%-10.0pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $4,126-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,231 | $4,152-46.3% | $5,247-57.5% | $4,194-46.8% |
| Admin fee / account holder | $1,669 | $8,722-80.9% | $11,799-85.9% | $7,856-78.8% |