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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 | $23,331 | $102,382-77.2% | $147,005-84.1% | $80,874-71.2% |
| Participation rate | 63.2% | 75.8%-12.7pp | 82.2%-19.0pp | 67.6%-4.5pp |
| Annual return | 30.39% | 134.89%-104.5pp | 418.76%-388.4pp | 35.62%-5.2pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,934-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $6,211 | $6,646-6.6% | $8,070-23.0% | $4,297+44.5% |
| Admin fee / account holder | $5,305 | $7,942-33.2% | $13,006-59.2% | $6,935-23.5% |