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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 | $16,630 | $89,370-81.4% | $141,197-88.2% | $72,976-77.2% |
| Participation rate | 38.5% | 75.1%-36.7pp | 82.5%-44.0pp | 69.5%-31.0pp |
| Annual return | 71.15% | 111.88%-40.7pp | 71.41%-0.3pp | 81.02%-9.9pp |
| Employer contribution / active EE | $1 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,557 | $5,419-34.4% | $6,710-47.0% | $3,608-1.4% |
| Admin fee / account holder | $699 | $5,957-88.3% | $10,265-93.2% | $5,124-86.4% |