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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 | $9,785 | $58,523-83.3% | $99,475-90.2% | $72,975-86.6% |
| Participation rate | 38.4% | 64.6%-26.3pp | 73.8%-35.5pp | 69.5%-31.1pp |
| Annual return | 27.20% | 28.51%-1.3pp | 30.72%-3.5pp | 81.01%-53.8pp |
| Employer contribution / active EE | $0 | $1,512-100.0% | $2,540-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,614 | $2,606-38.1% | $3,619-55.4% | $3,608-55.3% |
| Admin fee / account holder | $509 | $4,102-87.6% | $6,252-91.9% | $5,124-90.1% |