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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 | $18,863 | $60,349-68.7% | $74,184-74.6% | $62,881-70.0% |
| Participation rate | 48.4% | 72.7%-24.3pp | 76.6%-28.2pp | 69.3%-20.9pp |
| Annual return | 4.80% | 21.38%-16.6pp | 17.74%-12.9pp | 20.14%-15.3pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,349 | $2,856-52.8% | $3,550-62.0% | $3,203-57.9% |
| Admin fee / account holder | $3,944 | $4,261-7.4% | $5,586-29.4% | $4,296-8.2% |