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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 | $13,829 | $87,060-84.1% | $105,591-86.9% | $80,911-82.9% |
| Participation rate | 48.6% | 70.4%-21.8pp | 75.3%-26.6pp | 67.6%-19.0pp |
| Annual return | 23.76% | 17.05%+6.7pp | 116.43%-92.7pp | 35.63%-11.9pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,166-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,365 | $3,986-40.7% | $5,008-52.8% | $4,297-45.0% |
| Admin fee / account holder | $1,251 | $8,442-85.2% | $11,024-88.7% | $6,935-82.0% |