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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 | $14,657 | $88,707-83.5% | $74,184-80.2% | $273,972-94.7% |
| Participation rate | 35.7% | 79.4%-43.7pp | 76.6%-40.9pp | 83.0%-47.3pp |
| Annual return | 0.00% | 11.94%-11.9pp | 17.74%-17.7pp | 41.46%-41.5pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $5,084 | $4,212+20.7% | $3,550+43.2% | $5,287-3.8% |
| Admin fee / account holder | $575 | $8,717-93.4% | $5,586-89.7% | $10,133-94.3% |