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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 | $13,944 | $113,338-87.7% | $94,993-85.3% | $147,585-90.6% |
| Participation rate | 64.3% | 78.0%-13.7pp | 73.9%-9.6pp | 82.8%-18.5pp |
| Annual return | 13.78% | 20.80%-7.0pp | 27.14%-13.4pp | 578.58%-564.8pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,603-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,817 | $3,777-51.9% | $3,317-45.2% | $5,439-66.6% |
| Admin fee / account holder | $1,696 | $6,063-72.0% | $4,960-65.8% | $10,886-84.4% |