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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 | $13,358 | $106,905-87.5% | $84,020-84.1% | $152,885-91.3% |
| Participation rate | 38.5% | 75.2%-36.8pp | 69.0%-30.6pp | 82.5%-44.0pp |
| Annual return | 27.34% | 105.00%-77.7pp | 71.31%-44.0pp | 345.39%-318.0pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,370 | $4,012-40.9% | $3,239-26.8% | $5,851-59.5% |
| Admin fee / account holder | $551 | $8,287-93.4% | $6,101-91.0% | $11,598-95.3% |