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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 | $17,066 | $72,486-76.5% | $87,103-80.4% | $72,976-76.6% |
| Participation rate | 60.0% | 72.8%-12.8pp | 76.9%-16.9pp | 69.5%-9.5pp |
| Annual return | 81.42% | 24.46%+57.0pp | 28.19%+53.2pp | 81.02%+0.4pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $6,593 | $3,270+101.6% | $4,049+62.9% | $3,608+82.7% |
| Admin fee / account holder | $3,465 | $5,055-31.5% | $7,491-53.8% | $5,124-32.4% |