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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 | $9,409 | $68,880-86.3% | $120,580-92.2% | $80,959-88.4% |
| Participation rate | 38.0% | 61.7%-23.7pp | 72.0%-33.9pp | 67.7%-29.6pp |
| Annual return | 13.93% | 23.68%-9.7pp | 107.48%-93.5pp | 35.67%-21.7pp |
| Employer contribution / active EE | $0 | $2,066-100.0% | $3,469-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,412 | $3,191-55.8% | $4,995-71.7% | $4,300-67.2% |
| Admin fee / account holder | $592 | $5,785-89.8% | $9,418-93.7% | $6,925-91.5% |