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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 | $13,972 | $106,524-86.9% | $152,301-90.8% | $87,485-84.0% |
| Participation rate | 66.7% | 75.8%-9.1pp | 82.4%-15.8pp | 68.9%-2.3pp |
| Annual return | 19.84% | 26.89%-7.0pp | 80.50%-60.7pp | 26.06%-6.2pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,393 | $6,525-48.0% | $8,004-57.6% | $4,274-20.6% |
| Admin fee / account holder | $1,468 | $8,287-82.3% | $14,398-89.8% | $7,775-81.1% |