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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 | $13,436 | $88,707-84.9% | $74,184-81.9% | $273,972-95.1% |
| Participation rate | 30.0% | 79.4%-49.4pp | 76.6%-46.6pp | 83.0%-53.0pp |
| Annual return | 5.98% | 11.94%-6.0pp | 17.74%-11.8pp | 41.46%-35.5pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,108 | $4,212-49.9% | $3,550-40.6% | $5,287-60.1% |
| Admin fee / account holder | $4,109 | $8,717-52.9% | $5,586-26.4% | $10,133-59.4% |