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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 | $22,485 | $100,060-77.5% | $149,721-85.0% | $70,126-67.9% |
| Participation rate | 63.5% | 83.6%-20.1pp | 87.1%-23.6pp | 69.5%-6.1pp |
| Annual return | 13.62% | 27.46%-13.8pp | 1501.67%-1488.1pp | 73.15%-59.5pp |
| Employer contribution / active EE | $0 | $3,661-100.0% | $5,444-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,751 | $4,982-4.6% | $6,568-27.7% | $3,332+42.6% |
| Admin fee / account holder | $4,271 | $8,285-48.5% | $11,282-62.1% | $4,645-8.1% |