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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 | $16,982 | $70,002-75.7% | $115,037-85.2% | $52,331-67.5% |
| Participation rate | 26.0% | 72.1%-46.1pp | 81.4%-55.4pp | 68.1%-42.1pp |
| Annual return | 0.17% | 4.04%-3.9pp | 26.14%-26.0pp | 4.54%-4.4pp |
| Employer contribution / active EE | $0 | $2,715-100.0% | $4,608-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $2,609 | $4,920-47.0% | $6,026-56.7% | $3,022-13.7% |
| Admin fee / account holder | $663 | $566+17.1% | $8,175-91.9% | $592+12.1% |