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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 | $12,262 | $77,817-84.2% | $123,553-90.1% | $64,173-80.9% |
| Participation rate | 68.0% | 74.7%-6.7pp | 82.3%-14.3pp | 69.6%-1.6pp |
| Annual return | 44.52% | 12.49%+32.0pp | 119.21%-74.7pp | 7.63%+36.9pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $9,478 | $5,240+80.9% | $6,426+47.5% | $3,470+173.2% |
| Admin fee / account holder | $1,604 | $5,519-70.9% | $9,284-82.7% | $4,887-67.2% |