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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 | $17,214 | $72,273-76.2% | $101,275-83.0% | $79,856-78.4% |
| Participation rate | 41.3% | 68.5%-27.2pp | 75.8%-34.5pp | 69.6%-28.3pp |
| Annual return | 116.98% | 22.30%+94.7pp | 46.48%+70.5pp | 31.71%+85.3pp |
| Employer contribution / active EE | $0 | $2,691-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,131 | $3,282-4.6% | $4,371-28.4% | $3,741-16.3% |
| Admin fee / account holder | $422 | $4,401-90.4% | $5,948-92.9% | $5,306-92.0% |