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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 | $22,292 | $89,370-75.1% | $141,197-84.2% | $72,976-69.5% |
| Participation rate | 62.3% | 75.1%-12.8pp | 82.5%-20.2pp | 69.5%-7.2pp |
| Annual return | 28.79% | 111.88%-83.1pp | 71.41%-42.6pp | 81.02%-52.2pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $6,126 | $5,419+13.0% | $6,710-8.7% | $3,608+69.8% |
| Admin fee / account holder | $4,604 | $5,957-22.7% | $10,265-55.2% | $5,124-10.2% |