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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 | $83,061-81.9% | $126,068-88.0% | $94,015-84.0% |
| Participation rate | 50.0% | 81.2%-31.2pp | 84.7%-34.7pp | 70.8%-20.8pp |
| Annual return | 22.07% | 20.41%+1.7pp | 15.01%+7.1pp | 17.84%+4.2pp |
| Employer contribution / active EE | $0 | $2,864-100.0% | $3,968-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $3,481 | $7,042-50.6% | $8,214-57.6% | $4,249-18.1% |
| Admin fee / account holder | $332 | $7,208-95.4% | $18,264-98.2% | $8,951-96.3% |