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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 | $10,825 | $87,225-87.6% | $158,226-93.2% | $94,015-88.5% |
| Participation rate | 48.4% | 67.9%-19.5pp | 74.8%-26.4pp | 70.8%-22.4pp |
| Annual return | 16.92% | 16.34%+0.6pp | 501.41%-484.5pp | 17.84%-0.9pp |
| Employer contribution / active EE | $0 | $2,217-100.0% | $2,986-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $1,628 | $3,405-52.2% | $4,317-62.3% | $4,249-61.7% |
| Admin fee / account holder | $3,219 | $7,888-59.2% | $10,217-68.5% | $8,951-64.0% |