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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 | $12,238 | $63,845-80.8% | $81,370-85.0% | $80,959-84.9% |
| Participation rate | 17.9% | 63.9%-46.0pp | 69.5%-51.7pp | 67.7%-49.8pp |
| Annual return | 11.86% | 16.37%-4.5pp | 24.85%-13.0pp | 35.67%-23.8pp |
| Employer contribution / active EE | $0 | $1,980-100.0% | $2,464-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,159 | $3,093-62.5% | $3,885-70.2% | $4,300-73.1% |
| Admin fee / account holder | $4,327 | $5,688-23.9% | $5,749-24.7% | $6,925-37.5% |