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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 | $46,104 | $222,882-79.3% | $182,153-74.7% | $198,609-76.8% |
| Participation rate | 29.4% | 67.8%-38.3pp | 65.7%-36.3pp | 82.4%-53.0pp |
| Annual return | 11.29% | 38.53%-27.2pp | 35.04%-23.7pp | 202.70%-191.4pp |
| Employer contribution / active EE | $0 | $2,741-100.0% | $2,593-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $828 | $4,212-80.4% | $3,776-78.1% | $6,977-88.1% |
| Admin fee / account holder | $21,032 | $8,972+134.4% | $9,477+121.9% | $19,030+10.5% |