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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 | $18,963 | $147,556-87.1% | $129,031-85.3% | $198,609-90.5% |
| Participation rate | 50.0% | 77.2%-27.2pp | 73.4%-23.4pp | 82.4%-32.4pp |
| Annual return | 8.57% | 37.41%-28.8pp | 34.67%-26.1pp | 202.70%-194.1pp |
| Employer contribution / active EE | $0 | $3,645-100.0% | $3,226-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $4,667 | $5,760-19.0% | $5,217-10.6% | $6,977-33.1% |
| Admin fee / account holder | $44,192 | $15,467+185.7% | $13,208+234.6% | $19,030+132.2% |