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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 | $27,552 | $86,940-68.3% | $102,434-73.1% | $80,935-66.0% |
| Participation rate | 30.6% | 72.4%-41.8pp | 76.5%-46.0pp | 67.7%-37.1pp |
| Annual return | 15.70% | 18.89%-3.2pp | 29.46%-13.8pp | 35.66%-20.0pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,023-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,951 | $4,121-52.7% | $5,055-61.4% | $4,299-54.6% |
| Admin fee / account holder | $4,928 | $8,047-38.8% | $9,462-47.9% | $6,924-28.8% |