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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 | $9,229 | $62,672-85.3% | $185,117-95.0% | $70,126-86.8% |
| Participation rate | 40.0% | 63.8%-23.8pp | 77.3%-37.3pp | 69.5%-29.5pp |
| Annual return | 16.08% | 40.79%-24.7pp | 40.50%-24.4pp | 73.15%-57.1pp |
| Employer contribution / active EE | $0 | $1,753-100.0% | $4,182-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,223 | $3,272-62.6% | $5,045-75.8% | $3,332-63.3% |
| Admin fee / account holder | $1,886 | $3,932-52.0% | $8,159-76.9% | $4,645-59.4% |