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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 | $14,675 | $64,359-77.2% | $90,161-83.7% | $70,126-79.1% |
| Participation rate | 48.0% | 70.4%-22.4pp | 76.9%-28.9pp | 69.5%-21.5pp |
| Annual return | 47.20% | 28.13%+19.1pp | 34.89%+12.3pp | 73.15%-26.0pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,085 | $4,389-6.9% | $5,287-22.7% | $3,332+22.6% |
| Admin fee / account holder | $1,068 | $3,945-72.9% | $5,943-82.0% | $4,645-77.0% |