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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 | $14,300 | $116,190-87.7% | $93,614-84.7% | $152,885-90.6% |
| Participation rate | 52.4% | 78.0%-25.7pp | 75.8%-23.4pp | 82.5%-30.1pp |
| Annual return | 21.67% | 35.96%-14.3pp | 32.76%-11.1pp | 345.39%-323.7pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,718-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,447 | $4,604-25.1% | $4,069-15.3% | $5,851-41.1% |
| Admin fee / account holder | $1,268 | $10,749-88.2% | $7,889-83.9% | $11,598-89.1% |