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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 | $12,494 | $93,064-86.6% | $74,577-83.2% | $273,972-95.4% |
| Participation rate | 40.0% | 74.9%-34.9pp | 68.1%-28.1pp | 83.0%-43.0pp |
| Annual return | 5.43% | 26.18%-20.8pp | 20.47%-15.0pp | 41.46%-36.0pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,525-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,375 | $4,160-18.9% | $3,458-2.4% | $5,287-36.2% |
| Admin fee / account holder | $350 | $5,273-93.4% | $4,138-91.5% | $10,133-96.5% |