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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 | $17,708 | $64,359-72.5% | $90,161-80.4% | $70,126-74.7% |
| Participation rate | 39.3% | 70.4%-31.1pp | 76.9%-37.6pp | 69.5%-30.3pp |
| Annual return | 110.70% | 28.13%+82.6pp | 34.89%+75.8pp | 73.15%+37.5pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,736 | $4,389+7.9% | $5,287-10.4% | $3,332+42.1% |
| Admin fee / account holder | $909 | $3,945-77.0% | $5,943-84.7% | $4,645-80.4% |