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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 | $15,493 | $85,766-81.9% | $136,298-88.6% | $70,126-77.9% |
| Participation rate | 45.7% | 74.2%-28.5pp | 81.9%-36.3pp | 69.5%-23.9pp |
| Annual return | 16.50% | 31.46%-15.0pp | 5156.27%-5139.8pp | 73.15%-56.7pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,983 | $5,051-40.9% | $6,247-52.2% | $3,332-10.5% |
| Admin fee / account holder | $555 | $5,421-89.8% | $9,244-94.0% | $4,645-88.0% |