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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 | $18,281 | $102,422-82.2% | $147,117-87.6% | $80,959-77.4% |
| Participation rate | 50.0% | 75.9%-25.9pp | 82.2%-32.2pp | 67.7%-17.7pp |
| Annual return | 21.93% | 135.16%-113.2pp | 420.54%-398.6pp | 35.67%-13.7pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,134 | $6,652-52.9% | $8,065-61.1% | $4,300-27.1% |
| Admin fee / account holder | $1,185 | $7,953-85.1% | $12,993-90.9% | $6,925-82.9% |