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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 | $36,120 | $123,793-70.8% | $177,840-79.7% | $79,852-54.8% |
| Participation rate | 66.7% | 84.7%-18.0pp | 87.7%-21.1pp | 69.6%-3.0pp |
| Annual return | 41.67% | 22.82%+18.8pp | 48.32%-6.7pp | 31.72%+9.9pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $7,600 | $5,956+27.6% | $7,714-1.5% | $3,740+103.2% |
| Admin fee / account holder | $2,755 | $7,243-62.0% | $12,431-77.8% | $5,306-48.1% |