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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 | $11,868 | $45,022-73.6% | $85,126-86.1% | $77,714-84.7% |
| Participation rate | 21.1% | 48.7%-27.6pp | 67.5%-46.5pp | 70.6%-49.5pp |
| Annual return | 17.24% | 79.38%-62.1pp | 66.63%-49.4pp | 31.26%-14.0pp |
| Employer contribution / active EE | $0 | $1,610-100.0% | $2,731-100.0% | $2,727-100.0% |
| Participant deferral / active EE | $1,691 | $2,811-39.8% | $4,523-62.6% | $4,649-63.6% |
| Admin fee / account holder | $1,279 | $913+40.1% | $6,160-79.2% | $433+195.2% |