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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 | $15,140 | $81,457-81.4% | $103,378-85.4% | $80,911-81.3% |
| Participation rate | 30.5% | 66.8%-36.4pp | 74.5%-44.0pp | 67.6%-37.2pp |
| Annual return | 13.86% | 25.58%-11.7pp | 24.91%-11.1pp | 35.63%-21.8pp |
| Employer contribution / active EE | $0 | $3,107-100.0% | $3,870-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,797 | $3,871-53.6% | $5,058-64.5% | $4,297-58.2% |
| Admin fee / account holder | $710 | $6,717-89.4% | $8,401-91.5% | $6,935-89.8% |