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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 | $12,080 | $86,919-86.1% | $102,457-88.2% | $80,911-85.1% |
| Participation rate | 43.4% | 72.4%-29.0pp | 76.5%-33.1pp | 67.6%-24.3pp |
| Annual return | 12.92% | 18.90%-6.0pp | 29.41%-16.5pp | 35.63%-22.7pp |
| Employer contribution / active EE | $0 | $2,368-100.0% | $3,022-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,933 | $4,119-53.1% | $5,054-61.8% | $4,297-55.0% |
| Admin fee / account holder | $1,767 | $8,049-78.0% | $9,451-81.3% | $6,935-74.5% |