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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 | $24,040 | $67,602-64.4% | $82,312-70.8% | $70,126-65.7% |
| Participation rate | 55.8% | 72.8%-17.0pp | 76.9%-21.1pp | 69.5%-13.7pp |
| Annual return | 13.00% | 21.57%-8.6pp | 25.88%-12.9pp | 73.15%-60.1pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,224 | $2,987-25.6% | $3,706-40.0% | $3,332-33.3% |
| Admin fee / account holder | $3,554 | $4,512-21.2% | $5,608-36.6% | $4,645-23.5% |