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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 | $11,509 | $56,200-79.5% | $67,653-83.0% | $59,633-80.7% |
| Participation rate | 55.0% | 71.5%-16.5pp | 75.7%-20.7pp | 68.7%-13.7pp |
| Annual return | 22.64% | 18506.71%-18484.1pp | 6625.22%-6602.6pp | 2041.40%-2018.8pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,887 | $2,843-33.6% | $3,560-47.0% | $3,192-40.9% |
| Admin fee / account holder | $860 | $3,959-78.3% | $4,821-82.2% | $4,297-80.0% |