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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 | $11,698 | $98,776-88.2% | $149,745-92.2% | $79,856-85.4% |
| Participation rate | 62.1% | 75.8%-13.7pp | 82.5%-20.4pp | 69.6%-7.6pp |
| Annual return | 14.45% | 27.38%-12.9pp | 276.72%-262.3pp | 31.71%-17.3pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,341 | $5,681-41.2% | $6,843-51.2% | $3,741-10.7% |
| Admin fee / account holder | $5,349 | $6,053-11.6% | $9,312-42.6% | $5,306+0.8% |