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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 | $15,018 | $152,460-90.1% | $118,746-87.4% | $147,586-89.8% |
| Participation rate | 36.8% | 82.3%-45.4pp | 78.3%-41.4pp | 82.8%-46.0pp |
| Annual return | 12.10% | 17.41%-5.3pp | 24.54%-12.4pp | 578.59%-566.5pp |
| Employer contribution / active EE | $0 | $5,046-100.0% | $4,193-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,906 | $6,212-53.2% | $5,332-45.5% | $5,439-46.6% |
| Admin fee / account holder | $5,063 | $16,953-70.1% | $10,720-52.8% | $10,886-53.5% |