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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 | $45,402 | $167,415-72.9% | $140,514-67.7% | $198,609-77.1% |
| Participation rate | 63.2% | 80.9%-17.7pp | 77.8%-14.6pp | 82.4%-19.2pp |
| Annual return | 15.74% | 13.85%+1.9pp | 14.36%+1.4pp | 202.70%-187.0pp |
| Employer contribution / active EE | $0 | $4,088-100.0% | $3,378-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $2,499 | $5,579-55.2% | $4,919-49.2% | $6,977-64.2% |
| Admin fee / account holder | $6,437 | $16,730-61.5% | $13,697-53.0% | $19,030-66.2% |