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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 | $78,520-80.8% | $96,576-84.4% | $82,448-81.7% |
| Participation rate | 50.0% | 77.7%-27.7pp | 81.4%-31.4pp | 68.1%-18.1pp |
| Annual return | 22.07% | 41.30%-19.2pp | 38.47%-16.4pp | 41.64%-19.6pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,481 | $6,754-48.5% | $7,956-56.2% | $4,139-15.9% |
| Admin fee / account holder | $332 | $13,455-97.5% | $11,381-97.1% | $7,234-95.4% |