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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 | $12,213 | $85,169-85.7% | $172,755-92.9% | $72,983-83.3% |
| Participation rate | 57.7% | 70.1%-12.4pp | 82.6%-25.0pp | 69.5%-11.8pp |
| Annual return | 24.60% | 27.32%-2.7pp | 802.94%-778.3pp | 81.01%-56.4pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,506 | $3,260+7.6% | $5,198-32.5% | $3,608-2.8% |
| Admin fee / account holder | $4,350 | $5,880-26.0% | $13,955-68.8% | $5,124-15.1% |