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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 | $15,265 | $71,230-78.6% | $93,727-83.7% | $80,959-81.1% |
| Participation rate | 22.7% | 60.4%-37.7pp | 68.7%-46.0pp | 67.7%-44.9pp |
| Annual return | 23.57% | 11.26%+12.3pp | 133.83%-110.3pp | 35.67%-12.1pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,421-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,383 | $4,037-65.8% | $4,417-68.7% | $4,300-67.8% |
| Admin fee / account holder | $711 | $6,961-89.8% | $8,292-91.4% | $6,925-89.7% |