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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 | $11,291 | $62,672-82.0% | $185,117-93.9% | $70,126-83.9% |
| Participation rate | 18.2% | 63.8%-45.6pp | 77.3%-59.1pp | 69.5%-51.4pp |
| Annual return | 21.23% | 40.79%-19.6pp | 40.50%-19.3pp | 73.15%-51.9pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,103 | $3,272-66.3% | $5,045-78.1% | $3,332-66.9% |
| Admin fee / account holder | $3,510 | $3,932-10.7% | $8,159-57.0% | $4,645-24.4% |