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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 | $20,278 | $127,387-84.1% | $115,038-82.4% | $125,389-83.8% |
| Participation rate | 13.6% | 84.2%-70.5pp | 81.4%-67.7pp | 83.2%-69.6pp |
| Annual return | -2.00% | 31.28%-33.3pp | 26.14%-28.1pp | 282.24%-284.2pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,187 | $6,423-50.4% | $6,026-47.1% | $5,352-40.4% |
| Admin fee / account holder | $2,927 | $9,516-69.2% | $8,175-64.2% | $9,541-69.3% |