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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 | $32,667 | $100,060-67.4% | $149,721-78.2% | $70,126-53.4% |
| Participation rate | 60.9% | 83.6%-22.7pp | 87.1%-26.2pp | 69.5%-8.7pp |
| Annual return | 18.13% | 27.46%-9.3pp | 1501.67%-1483.5pp | 73.15%-55.0pp |
| Employer contribution / active EE | $0 | $3,661-100.0% | $5,444-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,005 | $4,982-19.6% | $6,568-39.0% | $3,332+20.2% |
| Admin fee / account holder | $1,198 | $8,285-85.5% | $11,282-89.4% | $4,645-74.2% |