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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 | $24,953 | $86,949-71.3% | $102,460-75.6% | $80,959-69.2% |
| Participation rate | 38.7% | 72.4%-33.7pp | 76.5%-37.8pp | 67.7%-29.0pp |
| Annual return | 12.49% | 18.89%-6.4pp | 29.47%-17.0pp | 35.67%-23.2pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,940 | $4,121-52.9% | $5,056-61.6% | $4,300-54.9% |
| Admin fee / account holder | $2,083 | $8,048-74.1% | $9,460-78.0% | $6,925-69.9% |