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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 | $110,286-87.2% | $96,569-85.4% | $139,427-89.9% |
| Participation rate | 45.5% | 78.1%-32.6pp | 76.0%-30.5pp | 80.3%-34.9pp |
| Annual return | 16.59% | 26.39%-9.8pp | 25.87%-9.3pp | 373.27%-356.7pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $2,965-100.0% | $4,752-100.0% |
| Participant deferral / active EE | $1,961 | $5,546-64.6% | $4,851-59.6% | $6,711-70.8% |
| Admin fee / account holder | $6,775 | $11,592-41.6% | $8,251-17.9% | $11,404-40.6% |