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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 | $16,656 | $106,918-84.4% | $84,021-80.2% | $152,897-89.1% |
| Participation rate | 36.8% | 75.2%-38.4pp | 69.0%-32.2pp | 82.5%-45.6pp |
| Annual return | 12.86% | 105.01%-92.1pp | 71.32%-58.5pp | 345.43%-332.6pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,819 | $4,012-54.7% | $3,239-43.8% | $5,851-68.9% |
| Admin fee / account holder | $1,729 | $8,288-79.1% | $6,102-71.7% | $11,599-85.1% |