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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 | $15,357 | $78,428-80.4% | $95,960-84.0% | $79,852-80.8% |
| Participation rate | 61.0% | 73.5%-12.5pp | 77.1%-16.0pp | 69.6%-8.6pp |
| Annual return | 18.62% | 19.37%-0.8pp | 91.63%-73.0pp | 31.72%-13.1pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,163 | $3,440-37.1% | $4,167-48.1% | $3,740-42.2% |
| Admin fee / account holder | $2,567 | $5,622-54.3% | $6,797-62.2% | $5,306-51.6% |