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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 | $13,050 | $72,273-81.9% | $101,275-87.1% | $79,856-83.7% |
| Participation rate | 60.6% | 68.5%-7.9pp | 75.8%-15.2pp | 69.6%-9.0pp |
| Annual return | 68.33% | 22.30%+46.0pp | 46.48%+21.8pp | 31.71%+36.6pp |
| Employer contribution / active EE | $0 | $2,691-100.0% | $3,660-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,878 | $3,282+79.1% | $4,371+34.5% | $3,741+57.1% |
| Admin fee / account holder | $376 | $4,401-91.5% | $5,948-93.7% | $5,306-92.9% |