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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 | $12,989 | $67,602-80.8% | $82,312-84.2% | $70,126-81.5% |
| Participation rate | 49.3% | 72.8%-23.5pp | 76.9%-27.6pp | 69.5%-20.2pp |
| Annual return | 37.31% | 21.57%+15.7pp | 25.88%+11.4pp | 73.15%-35.8pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,135 | $2,987-28.5% | $3,706-42.4% | $3,332-35.9% |
| Admin fee / account holder | $1,393 | $4,512-69.1% | $5,608-75.2% | $4,645-70.0% |