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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 | $15,144 | $103,393-85.4% | $87,103-82.6% | $152,909-90.1% |
| Participation rate | 54.2% | 79.4%-25.2pp | 76.9%-22.7pp | 82.5%-28.3pp |
| Annual return | 23.90% | 28.10%-4.2pp | 28.19%-4.3pp | 345.46%-321.6pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,261 | $4,778-31.7% | $4,049-19.4% | $5,851-44.3% |
| Admin fee / account holder | $3,049 | $12,195-75.0% | $7,491-59.3% | $11,601-73.7% |