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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 | $13,674 | $91,198-85.0% | $178,503-92.3% | $79,856-82.9% |
| Participation rate | 11.8% | 69.2%-57.5pp | 81.9%-70.2pp | 69.6%-57.9pp |
| Annual return | 22.71% | 24.20%-1.5pp | 151.12%-128.4pp | 31.71%-9.0pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,126 | $3,237-65.2% | $5,202-78.4% | $3,741-69.9% |
| Admin fee / account holder | $2,673 | $6,748-60.4% | $13,987-80.9% | $5,306-49.6% |