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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 | $77,472-80.3% | $100,392-84.8% | $80,935-81.1% |
| Participation rate | 50.0% | 76.9%-26.9pp | 81.5%-31.5pp | 67.7%-17.7pp |
| Annual return | 20.25% | 37.26%-17.0pp | 49.45%-29.2pp | 35.66%-15.4pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,941-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $7,092 | $6,818+4.0% | $8,090-12.3% | $4,299+65.0% |
| Admin fee / account holder | $3,669 | $5,885-37.7% | $7,904-53.6% | $6,924-47.0% |