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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 | $17,306 | $98,760-82.5% | $149,715-88.4% | $79,858-78.3% |
| Participation rate | 48.9% | 75.8%-26.8pp | 82.5%-33.5pp | 69.6%-20.7pp |
| Annual return | 23.28% | 27.43%-4.2pp | 276.66%-253.4pp | 31.72%-8.4pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,088 | $5,681-10.4% | $6,842-25.6% | $3,740+36.0% |
| Admin fee / account holder | $3,012 | $6,053-50.2% | $9,310-67.6% | $5,306-43.2% |