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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 | $14,430 | $69,444-79.2% | $92,985-84.5% | $87,485-83.5% |
| Participation rate | 37.5% | 63.3%-25.8pp | 69.5%-32.0pp | 68.9%-31.4pp |
| Annual return | 16.13% | 23.85%-7.7pp | 27.99%-11.9pp | 26.06%-9.9pp |
| Employer contribution / active EE | $0 | $1,917-100.0% | $2,662-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,425 | $3,364-57.6% | $4,377-67.4% | $4,274-66.6% |
| Admin fee / account holder | $1,811 | $6,137-70.5% | $9,463-80.9% | $7,775-76.7% |