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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 | $38,248 | $222,882-82.8% | $182,153-79.0% | $198,609-80.7% |
| Participation rate | 57.1% | 67.8%-10.6pp | 65.7%-8.6pp | 82.4%-25.2pp |
| Annual return | 12.58% | 38.53%-25.9pp | 35.04%-22.5pp | 202.70%-190.1pp |
| Employer contribution / active EE | $0 | $2,741-100.0% | $2,593-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $2,213 | $4,212-47.5% | $3,776-41.4% | $6,977-68.3% |
| Admin fee / account holder | $82,529 | $8,972+819.8% | $9,477+770.9% | $19,030+333.7% |