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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 | $9,919 | $70,418-85.9% | $96,570-89.7% | $85,847-88.4% |
| Participation rate | 44.4% | 61.8%-17.4pp | 69.8%-25.4pp | 69.3%-24.9pp |
| Annual return | 13.91% | 18.59%-4.7pp | 37.79%-23.9pp | 318.61%-304.7pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,357-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,898 | $2,894-34.4% | $3,849-50.7% | $3,952-52.0% |
| Admin fee / account holder | $4,445 | $4,995-11.0% | $6,182-28.1% | $6,261-29.0% |