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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 | $14,105 | $107,941-86.9% | $91,994-84.7% | $152,897-90.8% |
| Participation rate | 62.5% | 81.2%-18.7pp | 78.6%-16.1pp | 82.5%-20.0pp |
| Annual return | 18.95% | 89.28%-70.3pp | 69.04%-50.1pp | 345.43%-326.5pp |
| Employer contribution / active EE | $0 | $4,212-100.0% | $3,453-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,696 | $6,366-57.6% | $5,924-54.5% | $5,851-53.9% |
| Admin fee / account holder | $526 | $10,521-95.0% | $7,744-93.2% | $11,599-95.5% |