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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 | $24,053 | $107,421-77.6% | $182,262-86.8% | $94,015-74.4% |
| Participation rate | 68.0% | 77.8%-9.8pp | 84.2%-16.2pp | 70.8%-2.8pp |
| Annual return | 22.42% | 21.32%+1.1pp | 140.60%-118.2pp | 17.84%+4.6pp |
| Employer contribution / active EE | $0 | $3,448-100.0% | $5,046-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $6,667 | $6,558+1.7% | $8,276-19.4% | $4,249+56.9% |
| Admin fee / account holder | $414 | $8,692-95.2% | $16,712-97.5% | $8,951-95.4% |