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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 | $13,774 | $48,364-71.5% | $71,796-80.8% | $62,881-78.1% |
| Participation rate | 32.6% | 60.6%-28.0pp | 69.1%-36.5pp | 69.3%-36.7pp |
| Annual return | 5.40% | 13.16%-7.8pp | 78.04%-72.6pp | 20.14%-14.7pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,916 | $2,091-8.4% | $2,794-31.4% | $3,203-40.2% |
| Admin fee / account holder | $3,221 | $3,771-14.6% | $4,815-33.1% | $4,296-25.0% |