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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 | $19,091 | $64,324-70.3% | $118,946-83.9% | $79,858-76.1% |
| Participation rate | 51.0% | 64.9%-13.9pp | 75.4%-24.4pp | 69.6%-18.7pp |
| Annual return | 15.43% | 86.45%-71.0pp | 35.89%-20.5pp | 31.72%-16.3pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $3,263-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,562 | $2,824-44.7% | $4,266-63.4% | $3,740-58.2% |
| Admin fee / account holder | $433 | $4,040-89.3% | $6,581-93.4% | $5,306-91.8% |