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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 | $15,401 | $72,177-78.7% | $115,038-86.6% | $59,633-74.2% |
| Participation rate | 48.9% | 72.6%-23.6pp | 81.4%-32.5pp | 68.7%-19.8pp |
| Annual return | 2.64% | 12.02%-9.4pp | 26.14%-23.5pp | 2041.45%-2038.8pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,193 | $4,783-54.2% | $6,026-63.6% | $3,192-31.3% |
| Admin fee / account holder | $4,216 | $4,927-14.4% | $8,175-48.4% | $4,297-1.9% |