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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 | $16,528 | $58,493-71.7% | $84,021-80.3% | $72,975-77.4% |
| Participation rate | 55.2% | 61.2%-6.1pp | 69.0%-13.8pp | 69.5%-14.3pp |
| Annual return | 26.33% | 28.93%-2.6pp | 71.32%-45.0pp | 81.01%-54.7pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,741 | $2,394+14.5% | $3,239-15.4% | $3,608-24.0% |
| Admin fee / account holder | $824 | $4,569-82.0% | $6,102-86.5% | $5,124-83.9% |