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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 | $17,185 | $98,766-82.6% | $149,730-88.5% | $79,852-78.5% |
| Participation rate | 59.4% | 75.8%-16.4pp | 82.5%-23.1pp | 69.6%-10.3pp |
| Annual return | 48.71% | 27.43%+21.3pp | 276.70%-228.0pp | 31.72%+17.0pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $7,262 | $5,681+27.8% | $6,843+6.1% | $3,740+94.1% |
| Admin fee / account holder | $2,200 | $6,052-63.6% | $9,310-76.4% | $5,306-58.5% |