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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 | $14,840 | $118,467-87.5% | $98,450-84.9% | $139,456-89.4% |
| Participation rate | 61.5% | 77.5%-15.9pp | 75.2%-13.6pp | 80.3%-18.8pp |
| Annual return | 16.67% | 18.95%-2.3pp | 21.16%-4.5pp | 373.45%-356.8pp |
| Employer contribution / active EE | $0 | $3,611-100.0% | $3,049-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $3,819 | $5,393-29.2% | $4,739-19.4% | $6,711-43.1% |
| Admin fee / account holder | $1,615 | $14,057-88.5% | $8,961-82.0% | $11,407-85.8% |