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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 | $15,587 | $69,977-77.7% | $108,582-85.6% | $62,881-75.2% |
| Participation rate | 55.4% | 72.9%-17.5pp | 79.6%-24.2pp | 69.3%-13.9pp |
| Annual return | 8.92% | 10.73%-1.8pp | -51.70%+60.6pp | 20.14%-11.2pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,085 | $3,165-34.1% | $4,311-51.6% | $3,203-34.9% |
| Admin fee / account holder | $1,327 | $5,076-73.9% | $7,645-82.6% | $4,296-69.1% |