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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 | $14,172 | $73,988-80.8% | $96,538-85.3% | $75,177-81.1% |
| Participation rate | 35.6% | 66.4%-30.8pp | 74.3%-38.7pp | 67.2%-31.6pp |
| Annual return | 18.34% | 26.73%-8.4pp | 35.74%-17.4pp | 160.75%-142.4pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,740-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,474 | $3,660-59.7% | $4,880-69.8% | $4,126-64.3% |
| Admin fee / account holder | $775 | $5,220-85.1% | $6,737-88.5% | $5,651-86.3% |