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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 | $17,897 | $135,956-86.8% | $123,894-85.6% | $273,972-93.5% |
| Participation rate | 41.7% | 84.1%-42.4pp | 81.4%-39.7pp | 83.0%-41.3pp |
| Annual return | 12.91% | 56.63%-43.7pp | 47.52%-34.6pp | 41.46%-28.5pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,898 | $6,343-54.3% | $5,984-51.6% | $5,287-45.2% |
| Admin fee / account holder | $1,853 | $9,817-81.1% | $8,357-77.8% | $10,133-81.7% |