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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 | $15,820 | $149,679-89.4% | $117,039-86.5% | $147,585-89.3% |
| Participation rate | 42.9% | 83.5%-40.6pp | 77.2%-34.3pp | 82.8%-40.0pp |
| Annual return | 15.24% | 19.31%-4.1pp | 18.95%-3.7pp | 578.58%-563.3pp |
| Employer contribution / active EE | $0 | $4,937-100.0% | $3,785-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,254 | $4,912-74.5% | $3,929-68.1% | $5,439-77.0% |
| Admin fee / account holder | $1,296 | $7,856-83.5% | $5,974-78.3% | $10,886-88.1% |