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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 | $14,598 | $106,749-86.3% | $145,433-90.0% | $82,448-82.3% |
| Participation rate | 51.9% | 75.6%-23.8pp | 82.1%-30.3pp | 68.1%-16.2pp |
| Annual return | 29.26% | 27.59%+1.7pp | 66.58%-37.3pp | 41.64%-12.4pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,674 | $6,519-13.0% | $7,897-28.2% | $4,139+37.1% |
| Admin fee / account holder | $2,935 | $8,390-65.0% | $13,129-77.6% | $7,234-59.4% |