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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 | $22,799 | $62,589-63.6% | $76,768-70.3% | $64,173-64.5% |
| Participation rate | 48.0% | 72.8%-24.8pp | 77.0%-29.0pp | 69.6%-21.6pp |
| Annual return | 2.93% | -1.95%+4.9pp | 2.43%+0.5pp | 7.63%-4.7pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $6,554 | $3,145+108.4% | $3,852+70.2% | $3,470+88.9% |
| Admin fee / account holder | $15,819 | $4,667+238.9% | $6,675+137.0% | $4,887+223.7% |