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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 | $9,908 | $41,377-76.1% | $109,313-90.9% | $62,881-84.2% |
| Participation rate | 52.1% | 57.5%-5.5pp | 71.3%-19.2pp | 69.3%-17.2pp |
| Annual return | 8.23% | 11.05%-2.8pp | 22.07%-13.8pp | 20.14%-11.9pp |
| Employer contribution / active EE | $0 | $1,276-100.0% | $3,892-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,032 | $2,045-49.5% | $3,166-67.4% | $3,203-67.8% |
| Admin fee / account holder | $686 | $2,884-76.2% | $5,666-87.9% | $4,296-84.0% |