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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 | $19,733 | $83,485-76.4% | $125,192-84.2% | $72,975-73.0% |
| Participation rate | 62.8% | 73.3%-10.5pp | 79.8%-17.0pp | 69.5%-6.7pp |
| Annual return | 107.56% | 25.77%+81.8pp | 43.79%+63.8pp | 81.01%+26.5pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $3,866-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,913 | $3,586-18.8% | $4,937-41.0% | $3,608-19.2% |
| Admin fee / account holder | $732 | $5,518-86.7% | $9,704-92.5% | $5,124-85.7% |