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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 | $16,594 | $153,311-89.2% | $109,313-84.8% | $273,972-93.9% |
| Participation rate | 41.2% | 80.1%-38.9pp | 71.3%-30.1pp | 83.0%-41.8pp |
| Annual return | 6.48% | 29.86%-23.4pp | 22.07%-15.6pp | 41.46%-35.0pp |
| Employer contribution / active EE | $0 | $5,619-100.0% | $3,892-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $397 | $3,932-89.9% | $3,166-87.5% | $5,287-92.5% |
| Admin fee / account holder | $5,560 | $8,076-31.1% | $5,666-1.9% | $10,133-45.1% |