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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 | $11,769 | $73,981-84.1% | $105,754-88.9% | $62,881-81.3% |
| Participation rate | 64.3% | 71.7%-7.4pp | 78.9%-14.6pp | 69.3%-5.0pp |
| Annual return | 8.19% | 17.60%-9.4pp | 12.25%-4.1pp | 20.14%-12.0pp |
| Employer contribution / active EE | $1 | $2,856-100.0% | $4,079-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,478 | $4,038-38.6% | $5,326-53.5% | $3,203-22.6% |
| Admin fee / account holder | $2,032 | $5,976-66.0% | $8,309-75.5% | $4,296-52.7% |