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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 | $16,566 | $66,764-75.2% | $88,497-81.3% | $62,881-73.7% |
| Participation rate | 68.1% | 77.3%-9.2pp | 82.4%-14.3pp | 69.3%-1.2pp |
| Annual return | 10.84% | 10.37%+0.5pp | 7.63%+3.2pp | 20.14%-9.3pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $4,036-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,323 | $3,976+8.7% | $4,899-11.8% | $3,203+35.0% |
| Admin fee / account holder | $598 | $4,668-87.2% | $6,220-90.4% | $4,296-86.1% |