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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 | $14,980 | $99,345-84.9% | $84,753-82.3% | $273,972-94.5% |
| Participation rate | 40.0% | 80.7%-40.7pp | 76.6%-36.6pp | 83.0%-43.0pp |
| Annual return | 4.68% | 22.93%-18.2pp | 22.78%-18.1pp | 41.46%-36.8pp |
| Employer contribution / active EE | $329 | $4,214-92.2% | $3,574-90.8% | $4,869-93.2% |
| Participant deferral / active EE | $1,317 | $4,270-69.2% | $3,712-64.5% | $5,287-75.1% |
| Admin fee / account holder | $897 | $6,645-86.5% | $5,333-83.2% | $10,133-91.1% |