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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 | $12,154 | $105,200-88.4% | $159,474-92.4% | $85,847-85.8% |
| Participation rate | 44.8% | 75.8%-31.0pp | 82.8%-38.0pp | 69.3%-24.5pp |
| Annual return | 23.09% | 45.08%-22.0pp | 263.68%-240.6pp | 318.61%-295.5pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,202 | $5,946-46.1% | $7,353-56.5% | $3,952-19.0% |
| Admin fee / account holder | $799 | $6,934-88.5% | $10,802-92.6% | $6,261-87.2% |