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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 | $26,454 | $87,834-69.9% | $133,975-80.3% | $62,881-57.9% |
| Participation rate | 23.5% | 83.4%-59.8pp | 87.1%-63.5pp | 69.3%-45.8pp |
| Annual return | 8.77% | 12.05%-3.3pp | 29.29%-20.5pp | 20.14%-11.4pp |
| Employer contribution / active EE | $0 | $3,482-100.0% | $5,211-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,731 | $4,812-22.5% | $6,282-40.6% | $3,203+16.5% |
| Admin fee / account holder | $6,523 | $5,372+21.4% | $9,324-30.0% | $4,296+51.8% |