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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 | $16,698 | $88,370-81.1% | $112,977-85.2% | $79,852-79.1% |
| Participation rate | 48.1% | 76.8%-28.7pp | 82.6%-34.5pp | 69.6%-21.5pp |
| Annual return | 24.56% | 23.16%+1.4pp | 24.24%+0.3pp | 31.72%-7.2pp |
| Employer contribution / active EE | $0 | $3,398-100.0% | $4,255-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,314 | $4,536-49.0% | $5,836-60.3% | $3,740-38.1% |
| Admin fee / account holder | $4,883 | $5,750-15.1% | $6,294-22.4% | $5,306-8.0% |