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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 | $14,816 | $77,816-81.0% | $123,549-88.0% | $64,181-76.9% |
| Participation rate | 50.0% | 74.7%-24.7pp | 82.3%-32.3pp | 69.6%-19.6pp |
| Annual return | 28.71% | 12.49%+16.2pp | 119.20%-90.5pp | 7.63%+21.1pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,974 | $5,240+14.0% | $6,426-7.0% | $3,470+72.2% |
| Admin fee / account holder | $7,539 | $5,519+36.6% | $9,284-18.8% | $4,887+54.3% |