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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 | $31,011 | $145,431-78.7% | $211,142-85.3% | $87,485-64.6% |
| Participation rate | 41.0% | 84.7%-43.7pp | 87.3%-46.3pp | 68.9%-27.9pp |
| Annual return | 31.21% | 27.21%+4.0pp | 46.84%-15.6pp | 26.06%+5.2pp |
| Employer contribution / active EE | $0 | $4,662-100.0% | $6,442-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,360 | $6,859-51.0% | $9,284-63.8% | $4,274-21.4% |
| Admin fee / account holder | $539 | $17,052-96.8% | $19,076-97.2% | $7,775-93.1% |