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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 | $14,514 | $72,177-79.9% | $115,037-87.4% | $59,633-75.7% |
| Participation rate | 60.4% | 72.6%-12.1pp | 81.4%-20.9pp | 68.7%-8.2pp |
| Annual return | 4.85% | 12.02%-7.2pp | 26.14%-21.3pp | 2041.40%-2036.5pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,313 | $4,783-9.8% | $6,026-28.4% | $3,192+35.1% |
| Admin fee / account holder | $1,343 | $4,927-72.7% | $8,175-83.6% | $4,297-68.8% |