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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 | $18,202 | $64,359-71.7% | $90,161-79.8% | $70,126-74.0% |
| Participation rate | 65.9% | 70.4%-4.6pp | 76.9%-11.0pp | 69.5%-3.7pp |
| Annual return | 21.79% | 28.13%-6.3pp | 34.89%-13.1pp | 73.15%-51.4pp |
| Employer contribution / active EE | $0 | $2,046-100.0% | $3,318-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,638 | $4,389-17.1% | $5,287-31.2% | $3,332+9.2% |
| Admin fee / account holder | $1,302 | $3,945-67.0% | $5,943-78.1% | $4,645-72.0% |