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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 | $11,050 | $86,050-87.2% | $189,758-94.2% | $94,015-88.2% |
| Participation rate | 68.6% | 68.9%-0.3pp | 79.8%-11.2pp | 70.8%-2.2pp |
| Annual return | 78.91% | 17.77%+61.1pp | 52.62%+26.3pp | 17.84%+61.1pp |
| Employer contribution / active EE | $0 | $2,819-100.0% | $4,767-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $2,931 | $3,349-12.5% | $5,856-49.9% | $4,249-31.0% |
| Admin fee / account holder | $2,220 | $6,627-66.5% | $20,388-89.1% | $8,951-75.2% |