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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 | $17,656 | $84,940-79.2% | $111,306-84.1% | $79,389-77.8% |
| Participation rate | 26.0% | 75.9%-49.9pp | 77.3%-51.3pp | 70.7%-44.7pp |
| Annual return | 20.51% | 17.45%+3.1pp | 54.67%-34.2pp | 116.89%-96.4pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,732-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $2,195 | $3,889-43.6% | $4,488-51.1% | $4,046-45.8% |
| Admin fee / account holder | $1,421 | $537+164.5% | $7,966-82.2% | $626+126.9% |