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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 | $15,322 | $125,237-87.8% | $105,608-85.5% | $145,877-89.5% |
| Participation rate | 61.5% | 77.7%-16.1pp | 75.3%-13.7pp | 80.3%-18.8pp |
| Annual return | 12.23% | 225.76%-213.5pp | 116.50%-104.3pp | 551.28%-539.0pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,167-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,183 | $5,711-61.8% | $5,010-56.4% | $6,691-67.4% |
| Admin fee / account holder | $2,612 | $17,287-84.9% | $11,028-76.3% | $13,402-80.5% |