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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 | $23,540 | $67,411-65.1% | $91,004-74.1% | $70,126-66.4% |
| Participation rate | 54.3% | 71.4%-17.0pp | 75.6%-21.3pp | 69.5%-15.2pp |
| Annual return | 14.35% | -40.16%+54.5pp | 4.60%+9.7pp | 73.15%-58.8pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,261 | $2,823-55.3% | $3,548-64.5% | $3,332-62.2% |
| Admin fee / account holder | $3,588 | $4,236-15.3% | $5,417-33.8% | $4,645-22.8% |