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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 | $13,769 | $106,749-87.1% | $145,433-90.5% | $82,448-83.3% |
| Participation rate | 38.7% | 75.6%-36.9pp | 82.1%-43.4pp | 68.1%-29.4pp |
| Annual return | 15.30% | 27.59%-12.3pp | 66.58%-51.3pp | 41.64%-26.3pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,306 | $6,519-49.3% | $7,897-58.1% | $4,139-20.1% |
| Admin fee / account holder | $20,872 | $8,390+148.8% | $13,129+59.0% | $7,234+188.5% |