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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 | $16,270 | $72,486-77.6% | $87,103-81.3% | $72,976-77.7% |
| Participation rate | 34.5% | 72.8%-38.3pp | 76.9%-42.3pp | 69.5%-34.9pp |
| Annual return | 24.21% | 24.46%-0.2pp | 28.19%-4.0pp | 81.02%-56.8pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,529 | $3,270-53.2% | $4,049-62.2% | $3,608-57.6% |
| Admin fee / account holder | $2,195 | $5,055-56.6% | $7,491-70.7% | $5,124-57.2% |