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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 | $29,574 | $79,223-62.7% | $102,460-71.1% | $74,478-60.3% |
| Participation rate | 33.5% | 74.8%-41.2pp | 76.5%-43.0pp | 67.2%-33.7pp |
| Annual return | 23.46% | 54.98%-31.5pp | 29.47%-6.0pp | 1370.56%-1347.1pp |
| Employer contribution / active EE | $0 | $2,363-100.0% | $3,025-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $5,533 | $4,417+25.3% | $5,056+9.4% | $4,350+27.2% |
| Admin fee / account holder | $6,986 | $2,003+248.7% | $9,460-26.2% | $1,946+259.0% |