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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 | $12,129 | $63,346-80.9% | $92,240-86.9% | $70,126-82.7% |
| Participation rate | 45.2% | 68.7%-23.5pp | 76.5%-31.3pp | 69.5%-24.4pp |
| Annual return | 16.92% | 530.19%-513.3pp | 176.29%-159.4pp | 73.15%-56.2pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,366 | $2,854-52.1% | $3,897-65.0% | $3,332-59.0% |
| Admin fee / account holder | $450 | $3,841-88.3% | $5,194-91.3% | $4,645-90.3% |