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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 | $32,000 | $146,267-78.1% | $197,124-83.8% | $82,448-61.2% |
| Participation rate | 66.7% | 84.0%-17.3pp | 86.7%-20.0pp | 68.1%-1.4pp |
| Annual return | 34.63% | 29.61%+5.0pp | 44.34%-9.7pp | 41.64%-7.0pp |
| Employer contribution / active EE | $0 | $4,723-100.0% | $6,227-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $15,636 | $7,035+122.3% | $9,135+71.2% | $4,139+277.7% |
| Admin fee / account holder | $19,393 | $14,422+34.5% | $16,298+19.0% | $7,234+168.1% |