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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 | $11,786 | $90,486-87.0% | $78,676-85.0% | $273,972-95.7% |
| Participation rate | 57.1% | 76.5%-19.4pp | 73.6%-16.4pp | 83.0%-25.9pp |
| Annual return | 10.54% | 75.62%-65.1pp | 62.19%-51.7pp | 41.46%-30.9pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,685 | $3,901-31.2% | $3,517-23.6% | $5,287-49.2% |
| Admin fee / account holder | $1,621 | $5,263-69.2% | $4,510-64.1% | $10,133-84.0% |