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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 | $22,219 | $149,778-85.2% | $118,946-81.3% | $158,950-86.0% |
| Participation rate | 30.0% | 82.1%-52.1pp | 75.4%-45.4pp | 82.0%-52.0pp |
| Annual return | 17.27% | 19.95%-2.7pp | 35.89%-18.6pp | 302.91%-285.6pp |
| Employer contribution / active EE | $0 | $4,117-100.0% | $3,263-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $3,954 | $5,225-24.3% | $4,266-7.3% | $5,983-33.9% |
| Admin fee / account holder | $560 | $8,604-93.5% | $6,581-91.5% | $11,248-95.0% |