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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 | $11,126 | $41,377-73.1% | $109,313-89.8% | $62,881-82.3% |
| Participation rate | 19.2% | 57.5%-38.3pp | 71.3%-52.0pp | 69.3%-50.1pp |
| Annual return | 10.56% | 11.05%-0.5pp | 22.07%-11.5pp | 20.14%-9.6pp |
| Employer contribution / active EE | $0 | $1,276-100.0% | $3,892-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,367 | $2,045-33.1% | $3,166-56.8% | $3,203-57.3% |
| Admin fee / account holder | $4,598 | $2,884+59.4% | $5,666-18.8% | $4,296+7.0% |