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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 | $22,603 | $86,949-74.0% | $102,460-77.9% | $80,959-72.1% |
| Participation rate | 38.6% | 72.4%-33.7pp | 76.5%-37.9pp | 67.7%-29.0pp |
| Annual return | 14.92% | 18.89%-4.0pp | 29.47%-14.6pp | 35.67%-20.7pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,950 | $4,121-52.7% | $5,056-61.4% | $4,300-54.7% |
| Admin fee / account holder | $965 | $8,048-88.0% | $9,460-89.8% | $6,925-86.1% |