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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 | $13,972 | $70,684-80.2% | $169,397-91.8% | $75,177-81.4% |
| Participation rate | 45.2% | 64.8%-19.6pp | 77.2%-31.9pp | 67.2%-22.0pp |
| Annual return | 26.82% | 36.38%-9.6pp | 406.23%-379.4pp | 160.75%-133.9pp |
| Employer contribution / active EE | $0 | $2,211-100.0% | $4,013-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,638 | $4,310-62.0% | $6,223-73.7% | $4,126-60.3% |
| Admin fee / account holder | $1,004 | $5,404-81.4% | $9,017-88.9% | $5,651-82.2% |