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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 | $20,927 | $86,288-75.7% | $111,306-81.2% | $85,851-75.6% |
| Participation rate | 46.7% | 73.3%-26.7pp | 77.3%-30.7pp | 69.3%-22.7pp |
| Annual return | 25.20% | 19.99%+5.2pp | 54.67%-29.5pp | 318.63%-293.4pp |
| Employer contribution / active EE | $0 | $2,044-100.0% | $2,732-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,678 | $3,641-26.5% | $4,488-40.3% | $3,952-32.3% |
| Admin fee / account holder | $1,302 | $8,189-84.1% | $7,966-83.7% | $6,261-79.2% |