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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 | $13,948 | $125,797-88.9% | $170,043-91.8% | $75,173-81.4% |
| Participation rate | 53.3% | 83.6%-30.3pp | 87.0%-33.7pp | 67.2%-13.9pp |
| Annual return | 15.64% | 27.20%-11.6pp | 53.40%-37.8pp | 160.72%-145.1pp |
| Employer contribution / active EE | $0 | $4,616-100.0% | $6,790-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,172 | $6,838-53.6% | $10,410-69.5% | $4,126-23.1% |
| Admin fee / account holder | $5,050 | $8,177-38.2% | $12,824-60.6% | $5,651-10.6% |