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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 | $15,692 | $68,586-77.1% | $120,380-87.0% | $80,911-80.6% |
| Participation rate | 37.0% | 61.6%-24.5pp | 71.9%-34.9pp | 67.6%-30.6pp |
| Annual return | 15.12% | 23.62%-8.5pp | 107.28%-92.2pp | 35.63%-20.5pp |
| Employer contribution / active EE | $0 | $2,053-100.0% | $3,465-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,078 | $3,174-3.0% | $4,992-38.3% | $4,297-28.4% |
| Admin fee / account holder | $2,242 | $5,733-60.9% | $9,421-76.2% | $6,935-67.7% |