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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 | $28,182 | $85,515-67.0% | $112,040-74.8% | $67,986-58.5% |
| Participation rate | 54.3% | 68.2%-14.0pp | 76.5%-22.2pp | 57.2%-2.9pp |
| Annual return | 15.50% | 29.68%-14.2pp | 24.52%-9.0pp | 31.67%-16.2pp |
| Employer contribution / active EE | $0 | $2,191-100.0% | $2,954-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $2,340 | $4,014-41.7% | $5,098-54.1% | $3,358-30.3% |
| Admin fee / account holder | $8,725 | $3,774+131.2% | $12,098-27.9% | $3,203+172.4% |