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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 | $15,698 | $79,449-80.2% | $189,575-91.7% | $85,847-81.7% |
| Participation rate | 44.4% | 66.0%-21.5pp | 78.4%-34.0pp | 69.3%-24.9pp |
| Annual return | 15.27% | 18.45%-3.2pp | 64.19%-48.9pp | 318.61%-303.3pp |
| Employer contribution / active EE | $0 | $2,081-100.0% | $4,412-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,745 | $4,051-56.9% | $6,174-71.7% | $3,952-55.8% |
| Admin fee / account holder | $615 | $5,377-88.6% | $9,806-93.7% | $6,261-90.2% |