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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 | $12,800 | $56,287-77.3% | $80,977-84.2% | $62,881-79.6% |
| Participation rate | 59.2% | 68.9%-9.8pp | 75.8%-16.6pp | 69.3%-10.1pp |
| Annual return | 175.01% | 22.13%+152.9pp | 17.11%+157.9pp | 20.14%+154.9pp |
| Employer contribution / active EE | $0 | $1,943-100.0% | $3,715-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,546 | $4,196-15.5% | $5,696-37.8% | $3,203+10.7% |
| Admin fee / account holder | $1,706 | $3,742-54.4% | $5,517-69.1% | $4,296-60.3% |