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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 | $13,966 | $103,387-86.5% | $87,102-84.0% | $152,885-90.9% |
| Participation rate | 25.0% | 79.4%-54.4pp | 76.9%-51.9pp | 82.5%-57.5pp |
| Annual return | 26.82% | 28.10%-1.3pp | 28.19%-1.4pp | 345.39%-318.6pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $1,617 | $4,778-66.1% | $4,048-60.0% | $5,851-72.4% |
| Admin fee / account holder | $1,318 | $12,193-89.2% | $7,491-82.4% | $11,598-88.6% |