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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 | $13,880 | $103,393-86.6% | $87,103-84.1% | $152,909-90.9% |
| Participation rate | 30.4% | 79.4%-48.9pp | 76.9%-46.4pp | 82.5%-52.0pp |
| Annual return | 14.74% | 28.10%-13.4pp | 28.19%-13.5pp | 345.46%-330.7pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,356 | $4,778-50.7% | $4,049-41.8% | $5,851-59.7% |
| Admin fee / account holder | $11,318 | $12,195-7.2% | $7,491+51.1% | $11,601-2.4% |