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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 | $15,763 | $99,875-84.2% | $146,866-89.3% | $86,983-81.9% |
| Participation rate | 48.3% | 75.8%-27.5pp | 82.5%-34.2pp | 69.5%-21.3pp |
| Annual return | 16.75% | 28.10%-11.3pp | 102.85%-86.1pp | 25.83%-9.1pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,402 | $6,322-62.0% | $7,759-69.0% | $4,194-42.7% |
| Admin fee / account holder | $5,320 | $7,838-32.1% | $13,620-60.9% | $7,856-32.3% |