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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 | $77,574-82.6% | $108,753-87.6% | $86,983-84.5% |
| Participation rate | 66.7% | 62.3%+4.4pp | 71.1%-4.4pp | 69.5%-2.9pp |
| Annual return | 19.32% | 18.42%+0.9pp | 37.47%-18.1pp | 25.83%-6.5pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $2,427-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $3,584 | $3,128+14.6% | $4,115-12.9% | $4,194-14.5% |
| Admin fee / account holder | $2,746 | $6,529-57.9% | $10,320-73.4% | $7,856-65.0% |