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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 | $17,322 | $48,364-64.2% | $71,796-75.9% | $62,881-72.5% |
| Participation rate | 55.1% | 60.6%-5.5pp | 69.1%-14.0pp | 69.3%-14.2pp |
| Annual return | 7.94% | 13.16%-5.2pp | 78.04%-70.1pp | 20.14%-12.2pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,308 | $2,091-37.5% | $2,794-53.2% | $3,203-59.2% |
| Admin fee / account holder | $907 | $3,771-75.9% | $4,815-81.2% | $4,296-78.9% |