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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 | $11,383 | $41,377-72.5% | $109,313-89.6% | $62,881-81.9% |
| Participation rate | 28.6% | 57.5%-29.0pp | 71.3%-42.7pp | 69.3%-40.7pp |
| Annual return | 24.05% | 11.05%+13.0pp | 22.07%+2.0pp | 20.14%+3.9pp |
| Employer contribution / active EE | $0 | $1,276-100.0% | $3,892-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,480 | $2,045-27.6% | $3,166-53.2% | $3,203-53.8% |
| Admin fee / account holder | $2,340 | $2,884-18.9% | $5,666-58.7% | $4,296-45.5% |