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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 | $16,725 | $107,421-84.4% | $182,262-90.8% | $94,015-82.2% |
| Participation rate | 58.8% | 77.8%-19.0pp | 84.2%-25.4pp | 70.8%-12.0pp |
| Annual return | 17.44% | 21.32%-3.9pp | 140.60%-123.2pp | 17.84%-0.4pp |
| Employer contribution / active EE | $0 | $3,448-100.0% | $5,046-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $4,790 | $6,558-27.0% | $8,276-42.1% | $4,249+12.7% |
| Admin fee / account holder | $4,311 | $8,692-50.4% | $16,712-74.2% | $8,951-51.8% |