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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 | $13,580 | $91,179-85.1% | $178,499-92.4% | $79,852-83.0% |
| Participation rate | 39.5% | 69.2%-29.7pp | 81.9%-42.5pp | 69.6%-30.2pp |
| Annual return | 13.39% | 24.19%-10.8pp | 151.10%-137.7pp | 31.72%-18.3pp |
| Employer contribution / active EE | -$182 | $3,256-105.6% | $5,011-103.6% | $2,471-107.4% |
| Participant deferral / active EE | $1,026 | $3,236-68.3% | $5,202-80.3% | $3,740-72.6% |
| Admin fee / account holder | $4,083 | $6,749-39.5% | $13,986-70.8% | $5,306-23.1% |