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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 | $13,917 | $95,453-85.4% | $112,040-87.6% | $82,448-83.1% |
| Participation rate | 40.5% | 72.8%-32.2pp | 76.5%-36.0pp | 68.1%-27.5pp |
| Annual return | 20.46% | 23.92%-3.5pp | 24.52%-4.1pp | 41.64%-21.2pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,302 | $4,224-45.5% | $5,098-54.8% | $4,139-44.4% |
| Admin fee / account holder | $701 | $9,013-92.2% | $12,098-94.2% | $7,234-90.3% |