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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 | $25,264 | $78,428-67.8% | $95,960-73.7% | $79,852-68.4% |
| Participation rate | 68.5% | 73.5%-5.0pp | 77.1%-8.5pp | 69.6%-1.1pp |
| Annual return | 14.46% | 19.37%-4.9pp | 91.63%-77.2pp | 31.72%-17.3pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,033 | $3,440-40.9% | $4,167-51.2% | $3,740-45.7% |
| Admin fee / account holder | $1,026 | $5,622-81.7% | $6,797-84.9% | $5,306-80.7% |