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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 | $15,432 | $117,829-86.9% | $102,423-84.9% | $145,877-89.4% |
| Participation rate | 40.0% | 78.6%-38.6pp | 76.5%-36.5pp | 80.3%-40.3pp |
| Annual return | 9.04% | 31.83%-22.8pp | 29.42%-20.4pp | 551.28%-542.2pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,786 | $5,732-51.4% | $5,054-44.9% | $6,691-58.4% |
| Admin fee / account holder | $33,368 | $13,335+150.2% | $9,455+252.9% | $13,402+149.0% |