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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 | $13,917 | $95,404-85.4% | $113,397-87.7% | $82,637-83.2% |
| Participation rate | 40.5% | 72.8%-32.3pp | 76.5%-36.0pp | 68.1%-27.5pp |
| Annual return | 20.46% | 19.08%+1.4pp | 23.20%-2.7pp | 53.51%-33.0pp |
| Employer contribution / active EE | $0 | $2,307-100.0% | $2,977-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,302 | $4,220-45.4% | $5,076-54.6% | $4,126-44.2% |
| Admin fee / account holder | $701 | $9,168-92.4% | $11,957-94.1% | $7,339-90.4% |