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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 | $20,792 | $86,938-76.1% | $102,423-79.7% | $80,925-74.3% |
| Participation rate | 47.6% | 72.4%-24.8pp | 76.5%-28.9pp | 67.7%-20.0pp |
| Annual return | 13.20% | 18.89%-5.7pp | 29.42%-16.2pp | 35.65%-22.5pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,248 | $4,120-45.4% | $5,054-55.5% | $4,299-47.7% |
| Admin fee / account holder | $2,289 | $8,053-71.6% | $9,455-75.8% | $6,940-67.0% |