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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 | $78,520-75.1% | $96,576-79.7% | $82,448-76.3% |
| Participation rate | 64.3% | 77.7%-13.4pp | 81.4%-17.2pp | 68.1%-3.8pp |
| Annual return | 36.96% | 41.30%-4.3pp | 38.47%-1.5pp | 41.64%-4.7pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $7,649 | $6,754+13.3% | $7,956-3.9% | $4,139+84.8% |
| Admin fee / account holder | $666 | $13,455-95.1% | $11,381-94.1% | $7,234-90.8% |