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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 | $11,710 | $45,041-74.0% | $63,003-81.4% | $70,131-83.3% |
| Participation rate | 25.0% | 69.5%-44.5pp | 74.8%-49.8pp | 69.5%-44.5pp |
| Annual return | 17.75% | 18.76%-1.0pp | 87.59%-69.8pp | 73.14%-55.4pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,760-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $993 | $2,465-59.7% | $3,329-70.2% | $3,332-70.2% |
| Admin fee / account holder | $4,909 | $2,836+73.1% | $3,600+36.4% | $4,645+5.7% |