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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 | $14,148 | $81,476-82.6% | $102,383-86.2% | $80,925-82.5% |
| Participation rate | 38.1% | 66.8%-28.8pp | 74.5%-36.4pp | 67.7%-29.6pp |
| Annual return | 16.02% | 25.59%-9.6pp | 24.94%-8.9pp | 35.65%-19.6pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,870-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,786 | $3,871-53.9% | $5,060-64.7% | $4,299-58.4% |
| Admin fee / account holder | $2,859 | $6,717-57.4% | $8,391-65.9% | $6,940-58.8% |