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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 | $14,047 | $48,364-71.0% | $71,796-80.4% | $62,881-77.7% |
| Participation rate | 26.3% | 60.6%-34.3pp | 69.1%-42.8pp | 69.3%-43.0pp |
| Annual return | 6.86% | 13.16%-6.3pp | 78.04%-71.2pp | 20.14%-13.3pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,526 | $2,091-27.1% | $2,794-45.4% | $3,203-52.4% |
| Admin fee / account holder | $818 | $3,771-78.3% | $4,815-83.0% | $4,296-80.9% |