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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 | $25,807 | $96,731-73.3% | $123,973-79.2% | $86,983-70.3% |
| Participation rate | 57.6% | 70.0%-12.4pp | 76.7%-19.1pp | 69.5%-12.0pp |
| Annual return | 29.75% | 17.33%+12.4pp | 388.13%-358.4pp | 25.83%+3.9pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $4,126-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,167 | $4,152-47.8% | $5,247-58.7% | $4,194-48.3% |
| Admin fee / account holder | $2,410 | $8,722-72.4% | $11,799-79.6% | $7,856-69.3% |