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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 | $14,131 | $110,240-87.2% | $96,544-85.4% | $139,487-89.9% |
| Participation rate | 45.5% | 78.1%-32.7pp | 76.0%-30.5pp | 80.3%-34.9pp |
| Annual return | 16.59% | 26.41%-9.8pp | 25.88%-9.3pp | 373.84%-357.3pp |
| Employer contribution / active EE | $0 | $3,622-100.0% | $2,966-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $1,961 | $5,549-64.7% | $4,851-59.6% | $6,713-70.8% |
| Admin fee / account holder | $6,775 | $11,602-41.6% | $8,254-17.9% | $11,407-40.6% |