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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 | $16,630 | $154,209-89.2% | $130,062-87.2% | $139,487-88.1% |
| Participation rate | 36.8% | 82.0%-45.1pp | 78.5%-41.7pp | 80.3%-43.5pp |
| Annual return | 16.29% | 32.52%-16.2pp | -137.37%+153.7pp | 373.84%-357.6pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,322-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $2,547 | $6,709-62.0% | $5,821-56.2% | $6,713-62.1% |
| Admin fee / account holder | $3,927 | $13,988-71.9% | $10,601-63.0% | $11,407-65.6% |