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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 | $10,994 | $96,558-88.6% | $80,977-86.4% | $273,972-96.0% |
| Participation rate | 50.0% | 79.1%-29.1pp | 75.8%-25.8pp | 83.0%-33.0pp |
| Annual return | 9.11% | 15.14%-6.0pp | 17.11%-8.0pp | 41.46%-32.3pp |
| Employer contribution / active EE | $0 | $4,869-100.0% | $3,715-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,546 | $6,598-46.3% | $5,696-37.8% | $5,287-32.9% |
| Admin fee / account holder | $648 | $7,493-91.4% | $5,517-88.3% | $10,133-93.6% |