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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 | $15,611 | $71,230-78.1% | $93,727-83.3% | $80,959-80.7% |
| Participation rate | 42.4% | 60.4%-18.0pp | 68.7%-26.3pp | 67.7%-25.2pp |
| Annual return | 11.82% | 11.26%+0.6pp | 133.83%-122.0pp | 35.67%-23.8pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,421-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,313 | $4,037-67.5% | $4,417-70.3% | $4,300-69.5% |
| Admin fee / account holder | $6,517 | $6,961-6.4% | $8,292-21.4% | $6,925-5.9% |