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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 | $22,403 | $181,896-87.7% | $156,551-85.7% | $273,972-91.8% |
| Participation rate | 58.3% | 88.4%-30.1pp | 84.0%-25.7pp | 83.0%-24.7pp |
| Annual return | 20.90% | 30.74%-9.8pp | 32.23%-11.3pp | 41.46%-20.6pp |
| Employer contribution / active EE | $0 | $6,248-100.0% | $5,501-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $5,174 | $5,550-6.8% | $4,871+6.2% | $5,287-2.1% |
| Admin fee / account holder | $2,870 | $15,560-81.6% | $13,028-78.0% | $10,133-71.7% |