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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 | $10,509 | $65,027-83.8% | $90,970-88.4% | $79,852-86.8% |
| Participation rate | 44.4% | 61.6%-17.2pp | 69.0%-24.6pp | 69.6%-25.2pp |
| Annual return | 22.88% | 30.45%-7.6pp | 134.58%-111.7pp | 31.72%-8.8pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,199 | $2,512-12.5% | $3,373-34.8% | $3,740-41.2% |
| Admin fee / account holder | $3,618 | $4,535-20.2% | $5,960-39.3% | $5,306-31.8% |