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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 | $18,063 | $85,766-78.9% | $136,298-86.7% | $70,126-74.2% |
| Participation rate | 44.3% | 74.2%-29.9pp | 81.9%-37.6pp | 69.5%-25.3pp |
| Annual return | 30.52% | 31.46%-0.9pp | 5156.27%-5125.7pp | 73.15%-42.6pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,660 | $5,051-27.6% | $6,247-41.4% | $3,332+9.8% |
| Admin fee / account holder | $1,580 | $5,421-70.8% | $9,244-82.9% | $4,645-66.0% |