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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 | $22,969 | $67,602-66.0% | $82,312-72.1% | $70,126-67.2% |
| Participation rate | 53.9% | 72.8%-18.8pp | 76.9%-22.9pp | 69.5%-15.6pp |
| Annual return | 17.81% | 21.57%-3.8pp | 25.88%-8.1pp | 73.15%-55.3pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,939 | $2,987-35.1% | $3,706-47.7% | $3,332-41.8% |
| Admin fee / account holder | $2,167 | $4,512-52.0% | $5,608-61.4% | $4,645-53.4% |