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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 | $16,654 | $56,197-70.4% | $67,652-75.4% | $59,633-72.1% |
| Participation rate | 61.5% | 71.5%-9.9pp | 75.7%-14.1pp | 68.7%-7.1pp |
| Annual return | 0.16% | 18508.10%-18507.9pp | 6625.40%-6625.2pp | 2041.45%-2041.3pp |
| Employer contribution / active EE | $287 | $1,615-82.2% | $2,266-87.3% | $2,203-87.0% |
| Participant deferral / active EE | $1,622 | $2,844-43.0% | $3,560-54.4% | $3,192-49.2% |
| Admin fee / account holder | $802 | $3,958-79.7% | $4,821-83.4% | $4,297-81.3% |