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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 | $13,605 | $53,841-74.7% | $75,731-82.0% | $85,851-84.2% |
| Participation rate | 45.7% | 69.0%-23.3pp | 74.8%-29.1pp | 69.3%-23.6pp |
| Annual return | 17.02% | 24.54%-7.5pp | 104.65%-87.6pp | 318.63%-301.6pp |
| Employer contribution / active EE | $253 | $2,017-87.5% | $2,743-90.8% | $2,565-90.1% |
| Participant deferral / active EE | $1,504 | $2,895-48.0% | $3,820-60.6% | $3,952-61.9% |
| Admin fee / account holder | $1,710 | $3,340-48.8% | $3,620-52.7% | $6,261-72.7% |