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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 | $18,550 | $93,346-80.1% | $71,796-74.2% | $273,972-93.2% |
| Participation rate | 68.4% | 76.5%-8.1pp | 69.1%-0.7pp | 83.0%-14.6pp |
| Annual return | 5.05% | 130.39%-125.3pp | 78.04%-73.0pp | 41.46%-36.4pp |
| Employer contribution / active EE | $0 | $2,733-100.0% | $1,924-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,653 | $3,475+33.9% | $2,794+66.5% | $5,287-12.0% |
| Admin fee / account holder | $1,116 | $6,571-83.0% | $4,815-76.8% | $10,133-89.0% |