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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 | $16,011 | $78,672-79.6% | $109,163-85.3% | $85,856-81.4% |
| Participation rate | 33.3% | 68.3%-34.9pp | 75.9%-42.5pp | 69.3%-36.0pp |
| Annual return | 11.32% | 25.09%-13.8pp | 25.75%-14.4pp | 318.58%-307.3pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $3,723-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,857 | $3,467-46.5% | $4,654-60.1% | $3,952-53.0% |
| Admin fee / account holder | $2,830 | $5,470-48.3% | $6,754-58.1% | $6,261-54.8% |