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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 | $24,467 | $107,741-77.3% | $96,576-74.7% | $79,634-69.3% |
| Participation rate | 60.6% | 79.1%-18.5pp | 81.4%-20.8pp | 62.5%-1.9pp |
| Annual return | 85.65% | 19.24%+66.4pp | 38.47%+47.2pp | 36.46%+49.2pp |
| Employer contribution / active EE | $0 | $2,991-100.0% | $3,553-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $4,692 | $7,899-40.6% | $7,956-41.0% | $3,835+22.4% |
| Admin fee / account holder | $340 | $1,150-70.4% | $11,381-97.0% | $1,002-66.0% |