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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 | $16,862 | $98,776-82.9% | $149,745-88.7% | $79,856-78.9% |
| Participation rate | 62.3% | 75.8%-13.5pp | 82.5%-20.2pp | 69.6%-7.3pp |
| Annual return | 67.67% | 27.38%+40.3pp | 276.72%-209.0pp | 31.71%+36.0pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,501 | $5,681-3.2% | $6,843-19.6% | $3,741+47.1% |
| Admin fee / account holder | $1,662 | $6,053-72.5% | $9,312-82.1% | $5,306-68.7% |