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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 | $11,208 | $78,015-85.6% | $178,505-93.7% | $80,959-86.2% |
| Participation rate | 29.7% | 65.7%-36.0pp | 77.1%-47.4pp | 67.7%-38.0pp |
| Annual return | 11.88% | 18.10%-6.2pp | 27.16%-15.3pp | 35.67%-23.8pp |
| Employer contribution / active EE | $0 | $2,281-100.0% | $3,955-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,505 | $4,406-65.8% | $6,280-76.0% | $4,300-65.0% |
| Admin fee / account holder | $1,154 | $7,160-83.9% | $10,428-88.9% | $6,925-83.3% |