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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 | $19,426 | $154,193-87.4% | $130,045-85.1% | $139,466-86.1% |
| Participation rate | 47.6% | 82.0%-34.3pp | 78.5%-30.9pp | 80.3%-32.7pp |
| Annual return | 15.57% | 32.51%-16.9pp | -137.30%+152.9pp | 373.66%-358.1pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,321-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,352 | $6,709-64.9% | $5,820-59.6% | $6,712-65.0% |
| Admin fee / account holder | $530 | $13,989-96.2% | $10,600-95.0% | $11,409-95.4% |