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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 | $106,524-87.1% | $152,301-91.0% | $87,485-84.3% |
| Participation rate | 38.7% | 75.8%-37.0pp | 82.4%-43.7pp | 68.9%-30.2pp |
| Annual return | 15.30% | 26.89%-11.6pp | 80.50%-65.2pp | 26.06%-10.8pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,306 | $6,525-49.3% | $8,004-58.7% | $4,274-22.6% |
| Admin fee / account holder | $20,872 | $8,287+151.9% | $14,398+45.0% | $7,775+168.5% |