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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 | $18,486 | $99,994-81.5% | $146,647-87.4% | $85,851-78.5% |
| Participation rate | 57.1% | 73.1%-15.9pp | 80.1%-22.9pp | 69.3%-12.2pp |
| Annual return | 20.18% | 18.93%+1.2pp | 22.75%-2.6pp | 318.63%-298.5pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,137-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,511 | $4,006-12.4% | $5,506-36.2% | $3,952-11.2% |
| Admin fee / account holder | $4,769 | $7,703-38.1% | $10,281-53.6% | $6,261-23.8% |