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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 | $13,063 | $63,082-79.3% | $81,716-84.0% | $79,852-83.6% |
| Participation rate | 31.8% | 67.5%-35.7pp | 72.0%-40.2pp | 69.6%-37.8pp |
| Annual return | 31.50% | 22.66%+8.8pp | 29.49%+2.0pp | 31.72%-0.2pp |
| Employer contribution / active EE | $0 | $1,795-100.0% | $4,310-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,015 | $2,780-63.5% | $7,108-85.7% | $3,740-72.9% |
| Admin fee / account holder | $1,566 | $4,428-64.6% | $5,159-69.6% | $5,306-70.5% |