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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 | $11,031 | $59,839-81.6% | $81,991-86.5% | $79,852-86.2% |
| Participation rate | 46.7% | 61.6%-15.0pp | 69.3%-22.6pp | 69.6%-23.0pp |
| Annual return | 10.69% | 17.56%-6.9pp | 41.31%-30.6pp | 31.72%-21.0pp |
| Employer contribution / active EE | $0 | $1,713-100.0% | $2,498-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,220 | $2,695-54.7% | $3,722-67.2% | $3,740-67.4% |
| Admin fee / account holder | $692 | $4,287-83.9% | $5,665-87.8% | $5,306-87.0% |