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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 | $17,587 | $103,393-83.0% | $87,103-79.8% | $152,909-88.5% |
| Participation rate | 39.1% | 79.4%-40.2pp | 76.9%-37.7pp | 82.5%-43.3pp |
| Annual return | 21.12% | 28.10%-7.0pp | 28.19%-7.1pp | 345.46%-324.3pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,705 | $4,778-64.3% | $4,049-57.9% | $5,851-70.9% |
| Admin fee / account holder | $2,078 | $12,195-83.0% | $7,491-72.3% | $11,601-82.1% |