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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 | $13,340 | $99,345-86.6% | $84,753-84.3% | $273,972-95.1% |
| Participation rate | 47.4% | 80.7%-33.3pp | 76.6%-29.2pp | 83.0%-35.6pp |
| Annual return | 8.22% | 22.93%-14.7pp | 22.78%-14.6pp | 41.46%-33.2pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,294 | $4,270-69.7% | $3,712-65.1% | $5,287-75.5% |
| Admin fee / account holder | $446 | $6,645-93.3% | $5,333-91.6% | $10,133-95.6% |