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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 | $13,363 | $84,236-84.1% | $170,435-92.2% | $70,126-80.9% |
| Participation rate | 30.8% | 70.8%-40.1pp | 83.6%-52.8pp | 69.5%-38.8pp |
| Annual return | 13.58% | 23.06%-9.5pp | 205.94%-192.4pp | 73.15%-59.6pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,532 | $3,086-50.3% | $4,939-69.0% | $3,332-54.0% |
| Admin fee / account holder | $10,973 | $5,698+92.6% | $13,881-21.0% | $4,645+136.2% |