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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 | $19,390 | $70,486-72.5% | $100,528-80.7% | $79,852-75.7% |
| Participation rate | 65.2% | 73.6%-8.4pp | 79.4%-14.2pp | 69.6%-4.4pp |
| Annual return | 95.88% | 21.90%+74.0pp | 30.90%+65.0pp | 31.72%+64.2pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,419-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $6,542 | $5,182+26.3% | $6,271+4.3% | $3,740+74.9% |
| Admin fee / account holder | $1,846 | $4,480-58.8% | $8,084-77.2% | $5,306-65.2% |