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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 | $14,450 | $56,894-74.6% | $84,753-83.0% | $62,881-77.0% |
| Participation rate | 28.6% | 68.5%-40.0pp | 76.6%-48.0pp | 69.3%-40.7pp |
| Annual return | 7.93% | 6.30%+1.6pp | 22.78%-14.8pp | 20.14%-12.2pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,639 | $2,709-39.5% | $3,712-55.9% | $3,203-48.8% |
| Admin fee / account holder | $3,201 | $3,581-10.6% | $5,333-40.0% | $4,296-25.5% |