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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 | $10,831 | $75,720-85.7% | $90,312-88.0% | $86,983-87.5% |
| Participation rate | 30.3% | 66.3%-36.0pp | 72.9%-42.6pp | 69.5%-39.2pp |
| Annual return | 19.22% | 18.55%+0.7pp | 18.90%+0.3pp | 25.83%-6.6pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,243-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,094 | $3,001-63.6% | $3,749-70.8% | $4,194-73.9% |
| Admin fee / account holder | $722 | $6,201-88.4% | $8,248-91.3% | $7,856-90.8% |