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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 | $20,135 | $102,385-80.3% | $147,080-86.3% | $80,935-75.1% |
| Participation rate | 66.7% | 75.9%-9.2pp | 82.2%-15.5pp | 67.7%-1.0pp |
| Annual return | 13.55% | 135.09%-121.5pp | 420.17%-406.6pp | 35.66%-22.1pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,455 | $6,651-48.0% | $8,066-57.2% | $4,299-19.6% |
| Admin fee / account holder | $742 | $7,951-90.7% | $12,989-94.3% | $6,924-89.3% |