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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 | $12,973 | $84,236-84.6% | $170,435-92.4% | $70,126-81.5% |
| Participation rate | 25.8% | 70.8%-45.0pp | 83.6%-57.8pp | 69.5%-43.7pp |
| Annual return | 16.02% | 23.06%-7.0pp | 205.94%-189.9pp | 73.15%-57.1pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,782 | $3,086-42.2% | $4,939-63.9% | $3,332-46.5% |
| Admin fee / account holder | $10,101 | $5,698+77.3% | $13,881-27.2% | $4,645+117.4% |