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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 | $11,947 | $48,078-75.2% | $78,676-84.8% | $62,881-81.0% |
| Participation rate | 25.6% | 65.2%-39.6pp | 73.6%-47.9pp | 69.3%-43.7pp |
| Annual return | 7.15% | 31.36%-24.2pp | 62.19%-55.0pp | 20.14%-13.0pp |
| Employer contribution / active EE | $0 | $2,015-100.0% | $2,850-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $915 | $2,587-64.6% | $3,517-74.0% | $3,203-71.4% |
| Admin fee / account holder | $935 | $3,206-70.8% | $4,510-79.3% | $4,296-78.2% |