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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 | $14,751 | $49,025-69.9% | $87,502-83.1% | $62,881-76.5% |
| Participation rate | 29.2% | 64.9%-35.7pp | 73.8%-44.7pp | 69.3%-40.1pp |
| Annual return | 7.36% | 10.02%-2.7pp | 12.21%-4.9pp | 20.14%-12.8pp |
| Employer contribution / active EE | $0 | $1,372-100.0% | $2,550-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $948 | $2,289-58.6% | $3,149-69.9% | $3,203-70.4% |
| Admin fee / account holder | $862 | $4,065-78.8% | $4,221-79.6% | $4,296-79.9% |