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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 | $16,960 | $65,364-74.1% | $92,909-81.7% | $72,975-76.8% |
| Participation rate | 56.3% | 68.3%-12.1pp | 76.0%-19.8pp | 69.5%-13.2pp |
| Annual return | 23.44% | 42.11%-18.7pp | 109.44%-86.0pp | 81.01%-57.6pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,758 | $3,128-43.8% | $4,238-58.5% | $3,608-51.3% |
| Admin fee / account holder | $1,869 | $4,251-56.0% | $5,795-67.8% | $5,124-63.5% |