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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 | $17,357 | $117,846-85.3% | $102,434-83.1% | $145,884-88.1% |
| Participation rate | 57.1% | 78.6%-21.5pp | 76.5%-19.4pp | 80.3%-23.2pp |
| Annual return | 24.67% | 31.90%-7.2pp | 29.46%-4.8pp | 551.85%-527.2pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $13,675 | $5,733+138.5% | $5,055+170.5% | $6,690+104.4% |
| Admin fee / account holder | $5,820 | $13,356-56.4% | $9,462-38.5% | $13,392-56.5% |