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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 | $15,297 | $77,523-80.3% | $100,383-84.8% | $80,874-81.1% |
| Participation rate | 50.0% | 77.0%-27.0pp | 81.5%-31.5pp | 67.6%-17.6pp |
| Annual return | 20.25% | 37.21%-17.0pp | 49.26%-29.0pp | 35.62%-15.4pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,944-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $7,092 | $6,822+4.0% | $8,086-12.3% | $4,297+65.1% |
| Admin fee / account holder | $3,669 | $5,899-37.8% | $7,900-53.6% | $6,935-47.1% |