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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 | $20,450 | $124,346-83.6% | $111,308-81.6% | $167,536-87.8% |
| Participation rate | 68.8% | 79.6%-10.9pp | 77.3%-8.6pp | 82.1%-13.4pp |
| Annual return | 13.79% | 37.45%-23.7pp | 54.67%-40.9pp | 478.82%-465.0pp |
| Employer contribution / active EE | $0 | $3,437-100.0% | $2,732-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $3,141 | $5,182-39.4% | $4,487-30.0% | $6,342-50.5% |
| Admin fee / account holder | $1,494 | $10,621-85.9% | $7,965-81.2% | $12,315-87.9% |