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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 | $17,385 | $167,415-89.6% | $140,514-87.6% | $198,609-91.2% |
| Participation rate | 40.0% | 80.9%-40.9pp | 77.8%-37.8pp | 82.4%-42.4pp |
| Annual return | 10.40% | 13.85%-3.5pp | 14.36%-4.0pp | 202.70%-192.3pp |
| Employer contribution / active EE | $0 | $4,088-100.0% | $3,378-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $2,854 | $5,579-48.8% | $4,919-42.0% | $6,977-59.1% |
| Admin fee / account holder | $4,433 | $16,730-73.5% | $13,697-67.6% | $19,030-76.7% |