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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 | $11,588 | $99,345-88.3% | $84,753-86.3% | $273,972-95.8% |
| Participation rate | 14.3% | 80.7%-66.4pp | 76.6%-62.3pp | 83.0%-68.7pp |
| Annual return | 0.00% | 22.93%-22.9pp | 22.78%-22.8pp | 41.46%-41.5pp |
| Employer contribution / active EE | $571 | $4,214-86.4% | $3,574-84.0% | $4,869-88.3% |
| Participant deferral / active EE | $1,143 | $4,270-73.2% | $3,712-69.2% | $5,287-78.4% |
| Admin fee / account holder | $524 | $6,645-92.1% | $5,333-90.2% | $10,133-94.8% |