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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 | $20,124 | $79,557-74.7% | $118,746-83.1% | $70,126-71.3% |
| Participation rate | 35.2% | 71.4%-36.2pp | 78.3%-43.1pp | 69.5%-34.4pp |
| Annual return | 18.34% | 25.64%-7.3pp | 24.54%-6.2pp | 73.15%-54.8pp |
| Employer contribution / active EE | $0 | $2,861-100.0% | $4,193-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,729 | $4,089-57.7% | $5,332-67.6% | $3,332-48.1% |
| Admin fee / account holder | $1,703 | $5,374-68.3% | $10,720-84.1% | $4,645-63.3% |