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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 | $9,937 | $52,580-81.1% | $71,671-86.1% | $70,126-85.8% |
| Participation rate | 28.9% | 60.9%-31.9pp | 68.7%-39.8pp | 69.5%-40.6pp |
| Annual return | 14.01% | 20.25%-6.2pp | 20.65%-6.6pp | 73.15%-59.1pp |
| Employer contribution / active EE | $0 | $1,616-100.0% | $2,460-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $981 | $2,386-58.9% | $3,438-71.5% | $3,332-70.5% |
| Admin fee / account holder | $898 | $3,653-75.4% | $5,558-83.8% | $4,645-80.7% |