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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 | $18,738 | $118,708-84.2% | $98,920-81.1% | $158,982-88.2% |
| Participation rate | 60.0% | 77.8%-17.8pp | 76.0%-16.0pp | 82.0%-22.0pp |
| Annual return | 5.41% | 372.49%-367.1pp | 196.47%-191.1pp | 302.99%-297.6pp |
| Employer contribution / active EE | $0 | $3,334-100.0% | $2,689-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,701 | $5,089-27.3% | $4,245-12.8% | $5,983-38.1% |
| Admin fee / account holder | $26,017 | $10,134+156.7% | $6,643+291.7% | $11,252+131.2% |