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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 | $13,677 | $98,240-86.1% | $82,312-83.4% | $147,586-90.7% |
| Participation rate | 20.8% | 79.7%-58.9pp | 76.9%-56.1pp | 82.8%-62.0pp |
| Annual return | 12.03% | 30.85%-18.8pp | 25.88%-13.9pp | 578.59%-566.6pp |
| Employer contribution / active EE | $0 | $3,192-100.0% | $2,428-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,757 | $4,383-59.9% | $3,706-52.6% | $5,439-67.7% |
| Admin fee / account holder | $11,137 | $8,563+30.1% | $5,608+98.6% | $10,886+2.3% |