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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 | $22,003 | $84,499-74.0% | $125,391-82.5% | $66,949-67.1% |
| Participation rate | 57.8% | 76.4%-18.6pp | 82.4%-24.6pp | 69.8%-12.0pp |
| Annual return | 11.61% | -8.49%+20.1pp | 572.41%-560.8pp | 1.57%+10.0pp |
| Employer contribution / active EE | $0 | $3,554-100.0% | $4,816-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $6,026 | $6,785-11.2% | $7,448-19.1% | $4,239+42.2% |
| Admin fee / account holder | $454 | $685-33.7% | $10,009-95.5% | $594-23.5% |