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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 | $15,984 | $89,367-82.1% | $141,191-88.7% | $72,975-78.1% |
| Participation rate | 39.1% | 75.1%-36.0pp | 82.5%-43.3pp | 69.5%-30.4pp |
| Annual return | 22.31% | 111.87%-89.6pp | 71.41%-49.1pp | 81.01%-58.7pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,234 | $5,419-40.3% | $6,710-51.8% | $3,608-10.3% |
| Admin fee / account holder | $2,228 | $5,957-62.6% | $10,264-78.3% | $5,124-56.5% |