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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 | $13,204 | $103,393-87.2% | $87,103-84.8% | $152,909-91.4% |
| Participation rate | 27.8% | 79.4%-51.6pp | 76.9%-49.1pp | 82.5%-54.7pp |
| Annual return | 43.92% | 28.10%+15.8pp | 28.19%+15.7pp | 345.46%-301.5pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,462 | $4,778-48.5% | $4,049-39.2% | $5,851-57.9% |
| Admin fee / account holder | $472 | $12,195-96.1% | $7,491-93.7% | $11,601-95.9% |