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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 | $19,558 | $77,358-74.7% | $102,184-80.9% | $87,485-77.6% |
| Participation rate | 64.3% | 78.7%-14.4pp | 82.6%-18.3pp | 68.9%-4.6pp |
| Annual return | 36.96% | 41.11%-4.2pp | 31.58%+5.4pp | 26.06%+10.9pp |
| Employer contribution / active EE | $0 | $2,562-100.0% | $3,594-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $7,649 | $6,753+13.3% | $8,309-7.9% | $4,274+79.0% |
| Admin fee / account holder | $666 | $6,809-90.2% | $11,609-94.3% | $7,775-91.4% |