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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 | $10,303 | $67,602-84.8% | $82,312-87.5% | $70,126-85.3% |
| Participation rate | 66.7% | 72.8%-6.1pp | 76.9%-10.2pp | 69.5%-2.9pp |
| Annual return | 15.12% | 21.57%-6.5pp | 25.88%-10.8pp | 73.15%-58.0pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,369 | $2,987-54.2% | $3,706-63.1% | $3,332-58.9% |
| Admin fee / account holder | $684 | $4,512-84.8% | $5,608-87.8% | $4,645-85.3% |