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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 | $12,640 | $58,048-78.2% | $94,215-86.6% | $65,306-80.6% |
| Participation rate | 18.2% | 45.3%-27.1pp | 70.0%-51.8pp | 57.7%-39.5pp |
| Annual return | 15.14% | 19.61%-4.5pp | 28.22%-13.1pp | 21.94%-6.8pp |
| Employer contribution / active EE | -$171 | $1,427-112.0% | $2,675-106.4% | $1,967-108.7% |
| Participant deferral / active EE | $983 | $2,407-59.2% | $4,276-77.0% | $2,959-66.8% |
| Admin fee / account holder | $1,469 | $4,610-68.1% | $10,216-85.6% | $3,480-57.8% |