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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 | $9,291 | $46,877-80.2% | $122,354-92.4% | $70,126-86.8% |
| Participation rate | 47.7% | 58.2%-10.5pp | 71.6%-23.9pp | 69.5%-21.8pp |
| Annual return | 22.33% | 24.22%-1.9pp | 30.28%-7.9pp | 73.15%-50.8pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,051-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,560 | $2,167-28.0% | $3,287-52.6% | $3,332-53.2% |
| Admin fee / account holder | $2,373 | $3,324-28.6% | $5,479-56.7% | $4,645-48.9% |