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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 | $15,783 | $56,200-71.9% | $67,653-76.7% | $59,633-73.5% |
| Participation rate | 35.4% | 71.5%-36.1pp | 75.7%-40.2pp | 68.7%-33.3pp |
| Annual return | 2.08% | 18506.71%-18504.6pp | 6625.22%-6623.1pp | 2041.40%-2039.3pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,504 | $2,843-47.1% | $3,560-57.8% | $3,192-52.9% |
| Admin fee / account holder | $1,167 | $3,959-70.5% | $4,821-75.8% | $4,297-72.9% |