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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 | $15,457 | $62,583-75.3% | $76,767-79.9% | $64,173-75.9% |
| Participation rate | 51.5% | 72.8%-21.3pp | 77.0%-25.4pp | 69.6%-18.1pp |
| Annual return | 26.02% | -1.95%+28.0pp | 2.43%+23.6pp | 7.63%+18.4pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,266 | $3,145-28.0% | $3,852-41.2% | $3,470-34.7% |
| Admin fee / account holder | $1,731 | $4,667-62.9% | $6,675-74.1% | $4,887-64.6% |