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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 | $13,522 | $73,988-81.7% | $96,538-86.0% | $75,177-82.0% |
| Participation rate | 56.9% | 66.4%-9.6pp | 74.3%-17.5pp | 67.2%-10.3pp |
| Annual return | 24.85% | 26.73%-1.9pp | 35.74%-10.9pp | 160.75%-135.9pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,740-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,666 | $3,660-27.2% | $4,880-45.4% | $4,126-35.4% |
| Admin fee / account holder | $381 | $5,220-92.7% | $6,737-94.3% | $5,651-93.3% |