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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 | $15,275 | $156,616-90.2% | $133,346-88.5% | $198,609-92.3% |
| Participation rate | 28.6% | 77.7%-49.1pp | 72.8%-44.3pp | 82.4%-53.8pp |
| Annual return | 16.69% | 44.25%-27.6pp | 36.85%-20.2pp | 202.70%-186.0pp |
| Employer contribution / active EE | $0 | $3,368-100.0% | $2,853-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $2,215 | $4,920-55.0% | $4,332-48.9% | $6,977-68.3% |
| Admin fee / account holder | $5,915 | $17,468-66.1% | $14,264-58.5% | $19,030-68.9% |