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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 | $20,620 | $215,361-90.4% | $171,082-87.9% | $273,972-92.5% |
| Participation rate | 42.1% | 82.0%-39.9pp | 76.7%-34.6pp | 83.0%-40.9pp |
| Annual return | 7.40% | 25.14%-17.7pp | 32.56%-25.2pp | 41.46%-34.1pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,002-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,299 | $5,543-76.6% | $4,797-72.9% | $5,287-75.4% |
| Admin fee / account holder | $335 | $10,846-96.9% | $8,520-96.1% | $10,133-96.7% |