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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 | $13,513 | $74,535-81.9% | $100,712-86.6% | $82,637-83.6% |
| Participation rate | 66.7% | 61.2%+5.5pp | 69.3%-2.6pp | 68.1%-1.4pp |
| Annual return | 19.32% | 18.92%+0.4pp | 33.27%-13.9pp | 53.51%-34.2pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,313-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,584 | $3,074+16.6% | $4,085-12.3% | $4,126-13.1% |
| Admin fee / account holder | $2,746 | $6,576-58.2% | $9,256-70.3% | $7,339-62.6% |