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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 | $15,071 | $77,358-80.5% | $102,184-85.3% | $87,485-82.8% |
| Participation rate | 50.0% | 78.7%-28.7pp | 82.6%-32.6pp | 68.9%-18.9pp |
| Annual return | 22.07% | 41.11%-19.0pp | 31.58%-9.5pp | 26.06%-4.0pp |
| Employer contribution / active EE | $0 | $2,562-100.0% | $3,594-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,481 | $6,753-48.4% | $8,309-58.1% | $4,274-18.5% |
| Admin fee / account holder | $332 | $6,809-95.1% | $11,609-97.1% | $7,775-95.7% |