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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 | $20,579 | $108,825-81.1% | $156,181-86.8% | $82,448-75.0% |
| Participation rate | 18.2% | 72.4%-54.2pp | 78.8%-60.6pp | 68.1%-49.9pp |
| Annual return | 20.24% | 20.59%-0.4pp | 64.87%-44.6pp | 41.64%-21.4pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,582 | $4,577-43.6% | $6,132-57.9% | $4,139-37.6% |
| Admin fee / account holder | $3,743 | $9,341-59.9% | $14,586-74.3% | $7,234-48.3% |