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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 | $12,409 | $57,352-78.4% | $83,831-85.2% | $64,173-80.7% |
| Participation rate | 31.6% | 68.6%-37.0pp | 76.1%-44.6pp | 69.6%-38.0pp |
| Annual return | 5.08% | 11.38%-6.3pp | 850.99%-845.9pp | 7.63%-2.6pp |
| Employer contribution / active EE | $0 | $2,546-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,440 | $2,993-51.9% | $4,082-64.7% | $3,470-58.5% |
| Admin fee / account holder | $14,638 | $4,046+261.8% | $5,479+167.2% | $4,887+199.5% |