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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 | $14,956 | $52,678-71.6% | $75,784-80.3% | $59,633-74.9% |
| Participation rate | 52.4% | 67.2%-14.8pp | 75.8%-23.4pp | 68.7%-16.3pp |
| Annual return | 0.08% | 2.95%-2.9pp | 9.68%-9.6pp | 2041.45%-2041.4pp |
| Employer contribution / active EE | $331 | $2,193-84.9% | $3,323-90.0% | $2,203-85.0% |
| Participant deferral / active EE | $1,786 | $2,591-31.1% | $3,652-51.1% | $3,192-44.0% |
| Admin fee / account holder | $7,011 | $3,610+94.2% | $5,300+32.3% | $4,297+63.2% |