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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 | $10,083 | $76,551-86.8% | $123,894-91.9% | $62,881-84.0% |
| Participation rate | 41.9% | 73.0%-31.0pp | 81.4%-39.5pp | 69.3%-27.4pp |
| Annual return | 14.71% | 18.68%-4.0pp | 47.52%-32.8pp | 20.14%-5.4pp |
| Employer contribution / active EE | $8 | $2,882-99.7% | $4,617-99.8% | $2,281-99.6% |
| Participant deferral / active EE | $2,378 | $4,840-50.9% | $5,984-60.3% | $3,203-25.8% |
| Admin fee / account holder | $2,788 | $4,826-42.2% | $8,357-66.6% | $4,296-35.1% |