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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 | $14,206 | $46,297-69.3% | $71,671-80.2% | $62,293-77.2% |
| Participation rate | 32.7% | 60.6%-28.0pp | 68.7%-36.1pp | 69.5%-36.8pp |
| Annual return | 18.08% | 22.32%-4.2pp | 20.65%-2.6pp | 28.90%-10.8pp |
| Employer contribution / active EE | $0 | $1,412-100.0% | $2,460-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,438 | $2,235-35.7% | $3,438-58.2% | $3,169-54.6% |
| Admin fee / account holder | $339 | $461-26.4% | $5,558-93.9% | $479-29.3% |