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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 | $22,527 | $106,524-78.9% | $152,301-85.2% | $87,485-74.3% |
| Participation rate | 39.3% | 75.8%-36.4pp | 82.4%-43.1pp | 68.9%-29.6pp |
| Annual return | 18.19% | 26.89%-8.7pp | 80.50%-62.3pp | 26.06%-7.9pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,639 | $6,525-59.6% | $8,004-67.0% | $4,274-38.3% |
| Admin fee / account holder | $3,168 | $8,287-61.8% | $14,398-78.0% | $7,775-59.2% |