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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 | $14,010 | $93,589-85.0% | $135,942-89.7% | $75,181-81.4% |
| Participation rate | 39.1% | 75.2%-36.1pp | 81.9%-42.8pp | 67.2%-28.1pp |
| Annual return | 42.58% | 30.90%+11.7pp | 68.28%-25.7pp | 160.69%-118.1pp |
| Employer contribution / active EE | $0 | $3,537-100.0% | $4,858-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,722 | $6,405-57.5% | $7,759-64.9% | $4,126-34.0% |
| Admin fee / account holder | $1,041 | $6,977-85.1% | $10,764-90.3% | $5,650-81.6% |