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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 | $12,448 | $56,544-78.0% | $75,501-83.5% | $70,124-82.2% |
| Participation rate | 40.0% | 68.1%-28.1pp | 72.4%-32.4pp | 69.5%-29.5pp |
| Annual return | 15.93% | 23.59%-7.7pp | 27.35%-11.4pp | 73.14%-57.2pp |
| Employer contribution / active EE | $0 | $1,817-100.0% | $2,352-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,668 | $2,580-35.3% | $3,142-46.9% | $3,332-49.9% |
| Admin fee / account holder | $2,858 | $3,827-25.3% | $5,801-50.7% | $4,645-38.5% |