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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 | $23,621 | $136,307-82.7% | $106,619-77.8% | $273,972-91.4% |
| Participation rate | 30.0% | 84.8%-54.8pp | 78.0%-48.0pp | 83.0%-53.0pp |
| Annual return | 6.42% | 11.05%-4.6pp | 9.42%-3.0pp | 41.46%-35.0pp |
| Employer contribution / active EE | $0 | $5,190-100.0% | $3,947-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,070 | $4,969-58.3% | $3,930-47.3% | $5,287-60.8% |
| Admin fee / account holder | $5,807 | $8,625-32.7% | $6,418-9.5% | $10,133-42.7% |