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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 | $19,641 | $70,002-71.9% | $115,038-82.9% | $52,331-62.5% |
| Participation rate | 25.7% | 72.1%-46.4pp | 81.4%-55.7pp | 68.1%-42.4pp |
| Annual return | 83.06% | 4.04%+79.0pp | 26.14%+56.9pp | 4.54%+78.5pp |
| Employer contribution / active EE | $0 | $2,715-100.0% | $4,608-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $5,311 | $4,920+8.0% | $6,026-11.9% | $3,022+75.7% |
| Admin fee / account holder | $12,777 | $566+2157.3% | $8,175+56.3% | $592+2059.8% |