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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 | $20,806 | $106,749-80.5% | $145,433-85.7% | $82,448-74.8% |
| Participation rate | 37.0% | 75.6%-38.6pp | 82.1%-45.1pp | 68.1%-31.0pp |
| Annual return | 22.69% | 27.59%-4.9pp | 66.58%-43.9pp | 41.64%-19.0pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,945 | $6,519-39.5% | $7,897-50.0% | $4,139-4.7% |
| Admin fee / account holder | $1,509 | $8,390-82.0% | $13,129-88.5% | $7,234-79.1% |