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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 | $30,763 | $146,267-79.0% | $197,124-84.4% | $82,448-62.7% |
| Participation rate | 51.3% | 84.0%-32.7pp | 86.7%-35.4pp | 68.1%-16.8pp |
| Annual return | 14.04% | 29.61%-15.6pp | 44.34%-30.3pp | 41.64%-27.6pp |
| Employer contribution / active EE | $0 | $4,723-100.0% | $6,227-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,118 | $7,035-41.5% | $9,135-54.9% | $4,139-0.5% |
| Admin fee / account holder | $5,690 | $14,422-60.5% | $16,298-65.1% | $7,234-21.3% |